The Zeigarnik Effect - Completing Your TO DO List Is Good For You
Have you got a project that’s forever lingering on your to-do list? With so much on our plates it can be hard to find the time to make a...
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Admin Blog
The Admin blog provides support on a wide range of subjects relating to your role.
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If you want to post something to the blog or to request material you think would support you and your team, contact L&D.
Create Finance L&D
- Jan 14, 2019
- 1 min
Key Partnerships - Equity Release
We are now working with Key Partnerships for Equity Release referrals. Who qualifies? To qualify for equity release, your client must Be...
Create Finance L&D
- Jan 7, 2019
- 2 min
Attention Spans
"The average British person has an average attention span of just 14 minutes, new research has found." You may have seen a headline like...
Create Finance L&D
- Jan 3, 2019
- 1 min
Sustainably Motivate Yourself
Motivation is energy, directed towards a goal. It's a resource that needs to be nurtured and managed in order for it to be sustained....
Create Finance L&D
- Jan 2, 2019
- 5 min
Be A THIRD More Effective In Under An Hour
If you only have one goal -- meeting an annual or even monthly sales target -- you’re selling yourself short. Smaller goals let you build...
Create Finance L&D
- Dec 19, 2018
- 2 min
Income Protection Guide
What is income protection insurance? Formerly known as permanent health insurance (PHI), long-term income protection (IP) is an insurance...
Create Finance L&D
- Dec 19, 2018
- 4 min
Life Insurance 101
Life insurance could prove to be the most important financial products you ever buy. If you die while you still have dependents (Your...
Create Finance L&D
- Dec 19, 2018
- 3 min
Learn More About CIC
What is critical illness cover? Critical illness insurance will pay out if you get one of the specific medical conditions or injuries...
Create Finance L&D
- Dec 19, 2018
- 1 min
NEW Recommendation Email Template
Follow the instructions in this simple guide to start using the new Create Recommendation Email Click HERE for the guide. Click HERE for...
Create Finance L&D
- Dec 3, 2018
- 5 min
Clarity in focus
Its been a few months since we attended Clarity, meaning its well worth taking a look back at the session. AUDIO...
Create Finance L&D
- Nov 28, 2018
- 1 min
The power of word-of-mouth marketing
If anyone tries to tell you there’s no way to prove the ROI of thanking your customers, or that sending handwritten thank-you notes...
Create Finance L&D
- Oct 23, 2018
- 1 min
Property Terminology
This guide from Royal London is great for terminology your clients may use/ explaining terminology to customers.
Create Finance L&D
- Oct 4, 2018
- 2 min
Communicating Effectively with Brokers
You go to speak to your Broker with more confidence than you’ve ever had before. You’ve never been more prepared. You know exactly what...
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