"Human" contact with clients seen as key to IFA growth

Speaking at the Life Insurance Association conference in London this week, Anthony Morris of Anthony Morris Group demonstrated planners in Australia and South Africa have increased and modernised their businesses largely because of lifestyle marketing techniques which regularly remind the client of their existence but also encourage some of the fun in life. In his presentation “Are you selling policies or building a business?“ Morris pointed out many of today’s successful and growing businesses have done so not because they stuck the specifics of their role but offered additional service...