Adviser Resources
Practice Management Resources
Our comprehensive suite of research whitepapers and best practice tools gives you an insight into different aspects of advice; from best practice learnings from award winning advisers, to financial literacy to the onboarding process. These insights will help you improve your business.
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Whitepapers
Latest Research
The Cost of Care - The missing link in the strategic financial advice equation.
The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. The research is designed to help financial advisers better understand the underlying costs that may be incurred and the prevalence of various common illnesses and conditions in Australia today.
BusinessFIT: Navigating towards the advice practice of tomorrow.
This whitepaper examines the seismic shifts underway in society across the areas of regulation, technology, generational succession, and changing consumer values and explore the fundamental questions: What are the major trends that will affect advisers? How can you leverage these trends?
Best Practice Library
Social Media Case StudiesAustralia's life underinsurance problem is as significant as it is well documented. After speaking to nearly 400 working Australians, see what the loyalty zone found.
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Tools
The following Tools to drive demand and efficiency are available exclusively to our Zurich Advisers.
- Zurich Remuneration Modeler - App
Model your practice cash flow
- Wealth Index
Online lead generation tool
- iTAPS
Impress clients, attract prospects and broaden the conversation happening around you. Answer a short quiz and be armed with conversation starters tailored to address your client’s Estate Planning needs.
- Practice Health Check Tool
Key business health metrics at a glance
- Business Diagnostic and Bench marker
Using industry data, this tool will help you benchmark your business against other practices in the industry
Please contact your Zurich BDM who will happily provide these for you.
- Zurich Remuneration Modeler - App
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Videos and Podcasts
Life Insurance Videos
Hand picked videos from our extensive video collection, to engage your clients.
Zurich Podcasts
❯ The Zurich Adviser Podcast Series
A 7 part series featuring Financial Adviser Bill Webster.
❯ Adviser and Practice of the Year Insights
Best practice business knowledge from this year's winners and finalists.