Continuing with our PI insurance and risk theme, this article will join the dots between advice risk management and PI. Outlining the relationship between advice complaints and PI claims enables you to single out the risks that must be mitigated if …
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Can AFSL Professional Indemnity (PI) Insurance Premiums Be Reduced With Scale?
Why PI Premiums Are Rising? Professional Indemnity (PI) Insurance Premiums for Australian Financial Services License holders (AFSLs) and their Authorised Representatives (ARs) have escalated enormously in recent years. This is largely due to the …
What Happens If You Enhance Your AFSL Performance?
This question is actually better answered by you. What happens if you can oversee your Advisor operations on a dashboard, in as close to real time as possible; without a site visit? What happens if you improve your AFSL operational …
There’s No Hiding From Risk for AFSL’s
Ignorance is Bliss... Remember as a child, when any perceived risk or danger could be overcome by covering your eyes? Thinking pleasant things also worked a treat for removing any fear of impending doom. Even as an adult, drawing on that …
Don’t Risk Your Multi-Million-Dollar Business
Don’t risk your multi-million-dollar business over a few mishaps… With the Easy Monitor system, you can take a consolidated birds eye view of group performance, to mitigate risk efficiently and enhance your group's profitability. Take greater, …
CRM for AFSLs With Oversight Benefits for Profitability
An AFSL's customers are their aligned licensed Authorised Representatives. With so much data to record, report and maintain ongoing, it makes sense to keep all that in one place. Ease of data recall is one benefit, but with Easy Monitor, you gain …
E=MC2
What does the German-born physicist; Albert Einstein's theory of relativity have to do with Easy Monitor? The famous theory states that when mass is moved at the speed of light squared, it equals kinetic energy, causing output that is much greater …
Does This Sound Like Your AFSL?
Here are actual quotes from the AFSL owners we interviewed during a series of focus groups we conducted to reveal their operational dilemmas: "We don’t really know what our advisors are doing." "We struggle with operational scale." "Our …
It’s Easy Monitor’s 5th Birthday Today
Easy Monitor's Journey People are not aware that our 5 years of Easy Monitor was preceded by 3 years of research, development, building, testing, failing, retesting and re-failing. Building software is truly a test of endurance, but …
Making Authorised Reps Life Easier
Financial Advisors operating as licensed Authorised Representatives (AR’s) can benefit from using Easy Monitor in many ways. The Dashboard summary from any device provides you with an overview of how you're tracking, including reminders of items …
Counteract Cyber Castastrophies
When Financial Advisors and their AFSL Groups think of security for their clients, traditionally their minds focus on security of investment capital, performance and their client’s financial future. However, in this internet age, communications …
New Status-quo for AFSLs – Free Blueprint Download
It's not easy for Australian Financial Services Licensees (AFSLs) to manage Financial Planners. Recent changes to group earning methods and added legislative burden has hit AFSLs hard with most reporting 'barely breaking-even' on their ASIC FS70 …
