Practice Matters

How a strategic business structure supports successful client outcomes

Pina Sciarrone. Chief Retail Insurance Officer AIA Australia

In this CPD course, Pina Sciarrone from AIA Australia sits down with Dan Blatch from IMFG - Corporate Wealth Solutions, to explore the key things you need to know about setting up the structure of a successful business. 

What you'll learn /

This course will give you insights into:

Different business structure options
How to welcome the FASEA changes
How technology impacts a risk business

About the expert /

Pina Sciarrone /

Chief Retail Insurance Officer AIA Australia


  • CPD hours0.25
  • Knowledge AreaSKILLS
  • TypePRACTICE MATTERS
  • PriceFREE
  • Share

Outline of the course /

How can different business structures support successful client outcomes?

Dan Blatch and his practice IMFG have a different business model compared to typical advice practices. IMFG runs like a medical practice – having many staff who each specialise in their field so that their clients can have a broader and more in depth coverage the advice they are receiving.

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01.

Why FASEA brings opportunity?

Pina Sciarrone and Dan Blatch speak about the impact of the Royal Commission to the advice industry and their own practice. Dan discussed how he welcomes the education changes from the Royal Commission as they are client focused which is key for the advice industry moving forward.

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02.

How can risk businesses flourish post Royal Commission?

Dan reveals to Pina the technologies that IMFG have adopted to help scale their business. They also discuss why it is important to identify different demographics among your clients and provide a client experience that speaks to them. In their case a younger clientele prefer to use digital mediums of communication opposed to face to face.

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03.

Test yourself /

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