In collaboration with business leadership coach Jennifer Myers we bring you - Building a resilient business - now available in Learning HQ.
Working on your business is just as important as working in it, and this new video series will help advisers build and maintain a resilient business. As well as covering key topics like setting business goals, identifying target markets, and building your personal brand, we also look at finessing advisers’ softer skills which are often overlooked as an essential ingredient to running a successful business.
Our FY21 Annual report was released earlier this month. Announcing a new CEO and the game-changing deal to acquire Westpac Life were key moments, giving us a great deal of confidence as we look to the future. We delivered a steady financial result whilst making great progress with our customer-led transformation.
Here’s a few highlights as at 30 June 2021:
We’re transforming our support for advisers with the creation of a new team delivering solutions across the areas of advice (including advice-tech) and professional development, as well as new modules in the pipeline including business diagnostics, behavioural economics and benchmarking.
The new Solutions and Services team will be headed by a familiar face - Trecia Brown. Watch this space for more to come!
Steve Richens was a true character of New Zealand’s life insurance industry. He was a loyal and long-standing supporter of Fidelity Life, and his contributions were recognised with his winning of the Chairman's Trophy 2012/2013 and the Fidelity Life Shield in 2014.
A founding member of the Select Broker Group, Steve was well-liked by his peers, including the many Fidelity Life staff who not only became Steve’s customers, but also his friends.
It’s with real sadness that we wish a legend of the industry farewell and send our deepest condolences to the Richens family.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
With Engage 2023 (and all its exciting announcements) in the rear-view mirror, we hope one thing is clear: we’re lifting our game for you. We’re committed to doing better by you, our adviser community – now it’s time for us to deliver. In this issue we’ll be highlighting some of the steps we’re taking to make your life easier. You can read about our range of new adviser-first features, learn more about Adviser edge, and see us stick to our promise of showing you service turnaround times. This is your October update.
This month we’re celebrating our inaugural Career connect graduates, reflecting on our first year of sponsorships, and bringing you some key news from around the business. This is your August update.