Admin Blog

The Admin blog provides support on a wide range of subjects relating to your role.

If you want to post something to the blog or to request material you think would support you and your team, contact L&D.

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...

Create Finance L&D

Jan 21, 20192 min read

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 14, 20191 min read

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 7, 20192 min read

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 3, 20191 min read

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

Jan 2, 20195 min read

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, 20182 min read

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, 20184 min read

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, 20183 min read

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 19, 20181 min read

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

Dec 3, 20185 min read

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

Nov 28, 20181 min read

Property Terminology

This guide from Royal London is great for terminology your clients may use/ explaining terminology to customers.

Create Finance L&D

Oct 23, 20181 min read

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...

Create Finance L&D

Oct 4, 20182 min read