MLC launches tool to help advisers with client leads
MLC has developed a new tool called My Client Leads, to help advisers who are struggling to market to their existing client base.
The tool identifies client trigger events and gives advisers opportunities to make contact with a client to discuss a potential advice need.
My Client Leads is available to advisers who use MLC platforms and insurance, with leads refreshed every night.
It was developed after 50 per cent of advisers surveyed by MLC said marketing to their own clients was their biggest challenge.
Richard Nunn (pictured), executive general manager of advice and marketing for MLC & NAB Wealth, said the tool leverages life stages, regular events or circumstance changes to encourage contact with clients.
Nunn cited examples such as change of name or address, withdrawal of superannuation funds or when income protection insurance cover hasn’t increased for five years.
Recommended for you
Centrepoint Alliance has overtaken Count as the second largest AFSL with more advisers in the pipeline and strong EBITDA growth predictions for FY2026.
ASIC has released an update to its regulatory guidance on managing conflicts of interest for financial services businesses on the back of its private markets surveillance.
Sequoia Financial Group has flagged a series of non-cash impairments for the first half of FY26, citing exposure to Shield and First Guardian and provisions for potential professional indemnity insurance claims.
The Australian Wealth Advisors Group has completed two strategic investments, doubling its number of authorised representatives and increasing its FUMA by more than $1 million.
