Tools to build your business

Using engagement strategies to convert prospects into loyal clients

In today’s saturated financial planning market, you not only need to grab your prospect’s attention, but nurture them until they say yes… and it doesn’t stop there.

One powerful way to do this is by providing relevant, value-adding content. But you have to use it in a way that inspires a reaction – the reader contacts you for professional advice, or shares the content with their friends and family, throwing your net wider.

New marketing automation tools are radically opening up opportunities to financial advisers to create regular, personalised contact with clients and prospects without placing further demand on internal resources.

There are numerous services available to do this – here are four that make this important task so very easy.

Financial e-book

1. Financial E-books

E-books are an excellent tool for lead generation from your website. You can also use them as a gift to thank your clients.

We are developing a series of e-books for you to use. Topics cover all aspects of financial planning.

Book 1: "The 5 Key Components of Financial Independence"
Book 2: "Everything you wanted to know about super"

The books are provided in Word format so you can change them as you wish to meet your own compliance requirements and personalise each publication with your logo and contact details.

You can choose to join the library and download these publications as they are made available - or you can purchase one or more as needed.

2. Business development service

ACTIVATE is an end-to-end business development solution that combines world-class technology with ongoing human support.

We have teamed up with leaders in financial consultancy and digital marketing to deliver cutting-edge marketing automation technology to you.

This complete service is designed to deliver warm leads - names of people who are already interested in your advice - direct to you.

The best part is not that this program is one of the smartest available in the world - the best part is that it’s fully supported so you hardly have to do a thing!

Find out how to create lists of warm leads using ACTIVATE, here.

3. Client e-newsletter service

Grow. Protect. Enjoy. – a quarterly e-newsletter filled with professionally written financial content prepared using the ClientComm email marketing system ready for you to send to your clients every quarter.

Full details about the Grow. Protect. Enjoy. e-news service here.

4. Client newsletter service

A completely customised newsletter professionally designed by Ignition Creative just for you featuring your choice of content from the Financial Articles Library.

Full details about the customised newsletter service here.

Julianne, a quick note of thanks. Your business has had a very real and tangible impact on mine. Our first newsletter went out quickly, due to the guidance your team provided, and...

Angela Martyn
Personal Financial Services

Came across Financial Writers around 5 years ago via a Google search. We were writing articles for a local paper and it was quite time consuming and difficult to come up with new a...

Adam Marjoribanks
Robertson Scannell Chartered Accountants & Financial Planners

I have found Financial Articles Library of great assistance with preparing newsletters and general communication with our clients and potential clients. The articles are clear, sho...

Mark Ducret
Collins Financial Planning

As Words Unlimited's first newsletter publication client, I wish to express our continuing strong support and appreciation for the excellent service Julianne and her team have prov...

Tony Gillett
Retirewell Financial Planning

In a content driven world we recognise the importance of providing relevant and up-to-date financial information to our clients and prospective clients. To find a source of hig...

Robert Goudie
Meritum Financial Group

I would just like to let you know what an integral part of our marketing the Financial Writers library of articles is. As with many businesses, the harshness of the marketplace...

Kelly Adams
Moneywise Group Australia

Financial Writers' journalists articulate in an exceptional way, have a great command of the language and offer a wide choice of subjects. I select articles that relate to current ...

Selwyn Favish CFP
Cornerstone Financial Planning

As a financial planning practice we have used the services of Financial Writers Australia for many years and find them extremely professional. Julianne Bell and her staff are a ple...

Andrew Judd
HLB Mann Judd Accountants | Business & Financial Advisers

Julianne and the very professional team at Financial Writers Australia not only understand financial matters, they understand exactly what interests our clients in engaging and ent...

Mike Goodall
MetLife

We have been using the Library of Financial Writers Australia as the content source for our monthly Newsletter for the last 7 years. We find the articles to be well written and ...

Solomon Forman
Forman Financial Services

Thanks Julianne, I do think your service is great and certainly it has made life much easier for me and my finance broker client!...

Lisa Taliga

The Financial Articles Library has enabled us to value-add to our clients by providing regular, informative newsletters....

Judy Hill
Financial Wisdom

Thanks so much for the articles in the past year, don’t know what we’d do without your services....

Thu Lam
Stature Financial Group

Start saving time and money now!

Full access starts from just $109/month
You will LOVE using this resource!

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How can we help?

Have a question or need more information? Read our FAQs or complete the form on our Contact Us page. Need a quick answer? Phone us on 1300 654 353 and ask for Julianne Bell.

Contact Details

1300 654 353
Email us here
PO Box 590 Clifton Beach QLD 4879


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"5 Key Components of Financial Independence"

This 17-page editable e-book is available for you to purchase and use wherever you wish!

Get your e-book here!