Make better videos

Although business adaptability is a key component of success, adviser businesses were reminded how crucial digital communication is when they could no longer physically meet with clients during Level 4. Building long-lasting relationships is key in any adviser business. Building relationships and trust can be done through storytelling. You now have the opportunity to learn how to craft entertaining, inspiring and engaging story videos using their mobile phones. Even if you can’t talk to clients and prospects face to face, you’ll have these useful resources to share with them.

“This course has been designed to fit the ever increasing demands and pressures that you're now facing. In other words, you can do this whole course, in your own home, in your own time, in bite size chunks wherever and whenever you manage to get a minute to yourself. Be that in the laundry, the bathroom or tucked up in bed wearing your PJs.


Wherever you are, in this course, you'll get to watch presentations from award-winning TV Directors, Producers and Editors, so that you can

refine your storytelling skills.

Benefits of the taking this course:

  • Market your business or idea
  • Build connections within your organisation
  • Make educational videos for your classes or teams
  • Sell a product or even a house
  • Inspire others with your personal stories
  • Create mementos of your time in lock down for years to come
  • Or simply create special messages for Granny and Grandpa to let
  • them know that you love and care for them?"

Click here to enrol in the course

Click here to find out more

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Southern Cross report on the effect COVID-19 has had on members

Southern Cross has reported that more than 1,000 of their policyholders have applied for the premium relief for redundancy and loss of income policies that the insurer has introduced. To better accommodate customer needs Southern Cross has been working alongside members to understand their needs during this time.

“Nick Astwick, Southern Cross Health Society CEO, says the company has redoubled its relief benefit offerings to all its customers, and “softened” the initial eligibility requirements to reflect customers’ growing need for financial relief. He also noted that while Southern Cross does not cover for acute care, it would still cover for any potential aftereffects experienced by affected customers.

“We’re here to compliment the services provided by New Zealand’s public health system, so there’s no cover in our policies for acute care,” Astwick explained.” Click here to read more

In other news:

Tower: Tower follows AA Insurance's coronavirus lockdown profit pledge

nib: nib Joins Forces With Top Footy Talent To Ignite Wellbeing Conversation

How insurers are supporting their advisers during lockdown

Insurers weigh up pandemic impact

Fidelity Life: Millennials Most Anxious About Post-Covid-19 Future As App Launched To Support NZers’ Wellbeing

How video technology is changing the way advisers interact with clients - and you can too:

Advisers now have the option of learning how to create engaging videos for clients. Although finding new ways of attracting and retaining clients is a key component to business longevity, knowing how to engage with clients when face to face interaction is not a safe option is vital. Real TV is offering a course that could change adviser communication strategies.

Video Marketing is by far the most effective form of persuasion in the digital world. People are looking for new information and content and watching more of it. They also TRUST a video more. As a form of creating a trusted and likable personal brand it is incredibly useful.

But, for many people, the idea of using video to help promote themselves and their business is intimidating. It’s a limitless area of expertise with an overwhelming amount of advice available – much of it contradictory, and there’s a huge number of suppliers.

Agencies are expensive, whilst young videographers are often ignorant of business and sales requirements – preferring fancy gadgets and cool looks over the business and communication needs of their clients – and they can still cost thousands of dollars. The end product regardless of price, may or may not be fit for purpose.

That’s where the idea of an online course came from. How to help business owners to make their own high quality, authentic videos with compelling stories to help boost awareness and sales.

The course strips away all the competing noise out there from self-proclaimed experts, and simplifies what to do and how to do it. It guides you every step of the way. You don’t need a camera, lights, microphone or editing computer. You can do it all on your iPhone. Everything - Interviews, shooting, and editing – with one tool.

This way you can create content as often as you like, and crucially, your messaging will be spot on, not misinterpreted by a camera crew, an editor and an account manager. Nobody will care about your business as much as you.

The course is made to be fun, simple and empowering - you’ll learn the core principles behind every great story, and how to adapt your own business needs into messages that fit within that story framework. You’ll learn the technical basics for video making in simple language with simple concepts and practical examples. There is no need for complication.

By the end of the online course, you’ll know how to pick your story, distill your messaging, and create a structure for telling it. You’ll learn how to think about your audience and how to keep them interested. You’ll learn how to interview, shoot and edit a compelling video from start to finish including adding music and simple graphics.

The course is in modular form and you can go back and re-watch modules again and again, all from the privacy of your own home or office and in your own time.

The course was made with beginners in mind. But its designed and taught by Real TV – a team of TV documentary makers, with 20 years experience making shows for TVNZ, TV3, BBC, and National Geographic. They also make videos for some of NZ’s largest companies including Mitre10, BNZ, Genesis Energy, Southern Cross Health Society, Mainfreight, Fisher & Paykel etc. So, you are in safe hands.

The course has videos and workbooks and at the end of the course, you’ll have made your first short movie. You’ll schedule for a coach to watch it, give feedback and discuss it with you – the pros and cons and how to continue to improve.

AND, for those who choose the bonus option, we can be on-call advisors as you continue to develop your secret weapon for sales – compelling video content. Storytelling skill is forever evolving, and we can be there with you as your partner helping you along the journey

Click here to enrol

We’re familiar with Rueben and his team and we think you’ll get a lot out of this course

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Demystifying phishing

At one point or another we are all be targeted by phishing scams. These scams can be done in the form of emails, phone calls or text messages. Some are obvious scams and some are elaborate schemes. If you’ve ever wondered about the thinking behind phishing, here are the five W’s of phishing, with thanks to the Datacom blog

Who: attackers look to target as many people as possible with the same scam email to ensure increased chances of success.

What: attackers are often looking to generate financial gains. This can be done through a number of ways, including accessing your credit card details and selling the information they collect from you.

Where: it is difficult to pinpoint where phishing attacks come from. Unlike early phishing scams, scams today are sometimes articulated very well.

Why: phishing scams are still effective as it uses our own psychology against us. Scammers depend on human emotion, we’ll always respond to stimuli in very human ways. This makes scams difficult to prevent.

When: generally we are getting better at spotting phishing scams although some scams may throw us at times as phishing attacks are still the first-choice method of cyber attackers.

Some of the scams are getting very sophisticated. Some very closely replicate the branding and approaches of major online providers. Others have done their homework - checking out the public web presence of senior managers so that they can send requests to junior staff to pay invoices that look as if they come from the senior managers. It is worth spending some time with staff to talk about phishing scams and to establish in advance protocols for dealing with suspicious circumstances. This is especially important when staff may be working from home - being in different locations means that more email communication may be going on and when in a hurry, mistakes can be made. 

Partners Life: Webinar sessions to encourage software use

Partners Life are now hosting some webinars to help advisers get the most out of the software particularly while they are not currently able to meet clients face-to-face.

The announcement states 'These sessions are designed for those who have either not used, or do not regularly use either Evince or My Underwriting Manager (MUM) in their processes. If you are already using these tools you may find you know much of the content already, however, feel free to join us for a refresher if you feel like it would be helpful.'

Click here to read more. 

Australia: national digital health strategy

National Digital Health Strategy and Framework for Action was launched in 2018 and was developed act as a road map to high-quality digital healthcare. The strategy was intended to help deliver improved services including the distribution of digital books coordinating real time care for patients with chronic illnesses and eliminating the use of fax machines to communicate key clinical reports. Click here to read more

Sometimes when you scan the digital world for news you get surprised by how bad technology is in places. Especially wealthy places where you would think things could move faster. 

Facebook and Google set to expand respective financial services

Earlier this month Google and Facebook announced that they will expand the scope of their financial services by developing a Google checking account and a digital wallet that will be integrated across all Instagram services. Although these services are set to make our lives simpler, adding our financial data to their existing database allows Big Tech companies to understand our risk tolerance, buying habits, track our shopping behaviour as well as our loans and credit card exposures. Click here to read more

Can robo-advisory become the dominant design in financial advice?

In 2010 many new robo-advice tools started emerging in the financial services industry worldwide. This article outlines some of the pioneers, growing pains and emerging leaders, while this article explains how Kiwis are becoming more accepting of 'digital humans' and some of the services they offer.

This is a really important quote from the first piece, highlighting a nuance in digital-human hybrid service provision: 

"...moving to ‘hybrid’ models,digital-first services that offer human advice when required. This, for us, is the key. It gives these firms the ability to serve their customers at a level they want and at a price point they are happy with. At times this price point will include a human interaction, others will simply demand a transactional-focused digital-only product."

Instead of asking 'can robo advisory become dominant?' perhaps we should be asking 'can primarily non digital services survive?' the question then becomes the extent to which digital services are present in your offer. If you are waiting for someone else to develop digital services for you, then you are going to be placed in the situation of merely accepting the role (and margin) that they envisage for you in the value chain.