Overview:
Adviser Support
Regular Marketing Trips
How the System Works
Alternative Licences:
Alternative Licences
Documentation Licence
Gold Licence
Platinum Licence
Training:
Training
Client Presentations:
Questions to Ask Clients
Fact-Finding
Meetings and Advice:
Meetings and Advice
Feedback:
Feedback
Adviser Tips and Updates:
Adviser Tips
Adviser Updates
Marketing Schedule:
Marketing Schedule
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How the Adviser Support System Works
In summary:
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A Licensed Adviser is entitled to free Marketing and Technical Support on the terms of the Marketing Licence;
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Advisers are encouraged to adopt a cyclical, proactive marketing strategy (rather than a reactive approach);
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Client and Centre of Influence Meetings are conducted during cyclical, four-to-six-weekly Marketing Trips to each capital city at no additional cost to the Adviser or Client;
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An indicative “One Page Succession Plan” is prepared at a Client Meeting;
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The One Page Succession Plan enables the Adviser to make a comprehensive Insurance Proposal with respect to the Needs of the Business after the Meeting;
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The involvement of IGS in this process overcomes any Adviser or Client concerns about legal, technical and taxation issues;
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The involvement of IGS allows the Adviser to focus on insurance and commercial issues; and
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Advisers acquire substantive skills and confidence while participating in the Client Meetings.
Copyright: Ian Gray Solicitor |
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Adviser Tip
The One Page Succession Plan enables the Adviser to make a comprehensive Insurance Proposal with respect to the Needs of the Business after the first Meeting.
See more Adviser Tips

Current Marketing Schedule
Ian Gray travels to most capital cities regularly throughout the year and is available for Meetings.
Please click here to see his availability in Brisbane, Sydney, Melbourne, Adelaide and Perth.
Please contact us to arrange an appointment or teleconference.
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