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Seasonal Strategy- What Your Clients Are Thinking Right Now

Created on 24 June 2025

Seasonal Strategy- What Your Clients Are Thinking Right Now

The end of financial year might be over soon, but your clients aren’t done thinking about their money. In fact, for many Australians, the new financial year marks a fresh chapter - one filled with re…

Economic Update Released

Created on 19 May 2025

Economic Update Released

Quarterly economic update for the first quarter of 2025. This update highlights the economic and political events shaping Australia and global markets from February to April 2025, including a landmar…

Educating Your Audience is the Ultimate Marketing Power Move -A Financial Literacy Month Special

Created on 23 April 2025

Educating Your Audience is the Ultimate Marketing Power Move -A Financial Literacy Month Special

April is Financial Literacy Month, and while it’s often seen as a time to help everyday Australians to sharpen their money know-how, it’s also a golden opportunity for financial professionals like yo…

Why A Strong Website Matters for Financial Professionals

Created on 24 March 2025

Why A Strong Website Matters for Financial Professionals

These days, having a solid online presence isn’t just a bonus, it’s essential. A well-designed website helps financial professionals build trust, attract new clients, and streamline their operations…

Maximising Social Media for Financial Growth and Client Engagement

Created on 12 February 2025

Maximising Social Media for Financial Growth and Client Engagement

Let’s face it: social media can feel like one more thing to juggle in an already packed schedule. But for financial professionals, it’s become more than just a visibility tool. It’s a way to build tr…

Economic Update Released

Created on 06 February 2025

Economic Update Released

Quarterly economic update for the final quarter of 2024. Covers off key data on interest rates, cost of living and economic forecast for 2025. View the article preview below. Quarterly Economic U…

Engage Clients More Effectively in 2025: Simple Tips for Financial Professionals

Created on 10 January 2025

Engage Clients More Effectively in 2025: Simple Tips for Financial Professionals

The financial world is evolving, bringing new financial industry trends and shifting client expectations. In 2025, effective client engagement is more than just sending regular updates or newsletters…

How to Optimise Your Financial Content Strategy for 2025: Lessons from This Year

Created on 09 December 2024

How to Optimise Your Financial Content Strategy for 2025: Lessons from This Year

The end of the year is always a natural time to pause, reflect, and set fresh goals for the months ahead. For finance professionals in Australia, this period is more than just a time to plan—it’s a c…

An Underutilised Asset for Financial Advisers: Social Media

Created on 08 November 2024

An Underutilised Asset for Financial Advisers: Social Media

In today’s digital world, financial advisors who stick to just word-of-mouth and in-person networking might be missing out. Social media isn’t just for cat videos or vacation pics— it’s an absolute g…

Economic Update Released

Created on 09 January 2024

Economic Update Released

Our latest economic update covers inflation, interest rates, holiday spending and the Australian property market. Check out the article preview below >> Quarterly Economic Update: October -…

Give your New Year a kick start!

Created on 18 December 2023

Give your New Year a kick start!

More than 14 million Australians set a New Year’s resolution for 2023. This is an opportunity not to be missed as we approach that time of year again when the majority of people are planning to make…

5 steps to your best year yet in 2024!

Created on 11 December 2023

5 steps to your best year yet in 2024!

Many of our clients have told us that they're not taking holidays over this Christmas/New Year break because they'd prefer to use this "quiet time" to plan ahead for the next 12 months. It prompted…

Mastering social media marketing for Financial Advisers

Created on 15 November 2023

Mastering social media marketing for Financial Advisers

In the ever-evolving landscape of financial advice in Australia, the clever use of social media marketing can be a game-changer for savvy financial advisers, offering a way to enhance visibility and…

Economic Update Released

Created on 04 July 2023

Economic Update Released

Our economic news update for the April-June 2023 quarter focuses predominantly on Australia teetering on the edge of recession as indicators point to both a fall in economic activity and strong growt…

70% of consumers prefer content over ads!

Created on 19 April 2023

70% of consumers prefer content over ads!

70% of consumers say they prefer to learn about a product or service through content rather than traditional advertising. What?! Content marketing generates three times as many leads as tradi…

Financial Writers Australia Podcast

Created on 18 April 2023

Financial Writers Australia Podcast

Unique content that speaks directly to your ideal clients! AdviceTech Podcast 31 March 2023 | AdviceTech Podcast #28 – Financial Writers Australia Episode details In this episode, Peit…

Economic Update Released

Created on 04 April 2023

Economic Update Released

Our latest quarterly economic update covering inflation, interest rates, market volatility, cost of living and international affairs. Check out the article preview below >> Quarterly Econom…

Is financial literacy the key to a better advice industry?

Created on 30 November 2022

Is financial literacy the key to a better advice industry?

While scrolling our way through a news feed this past week we came across an ifa blog article discussing the differences between financial advice and financial literacy, and the current role the fina…

Federal Budget Summary

Created on 26 October 2022

Federal Budget Summary

Federal Treasurer Jim Chalmers has delivered the Labor Government’s first Federal Budget since being elected earlier this year. This summary article outlines the key measures contained within includ…

The power of keeping in touch

Created on 15 August 2022

The power of keeping in touch

Would you believe that the success or failure of a business may come down to the humble newsletter? Don’t believe us? Read on! As a new financial year began, many business owners and managers took…

Economic Update Released

Created on 05 July 2022

Economic Update Released

Our latest quarterly economic update covers our domestic economy, including inflationary fears, rising cost of living prices, the recent basic wage increase, and the slowing of the property market. C…

How can you help ease your clients concerns?

Created on 05 May 2022

How can you help ease your clients concerns?

As we're sure you're all aware, the RBA has raised interest rates for the first time in more than a decade. And with this rise, and the excessively heavy media coverage (in our opinion), your clients…

Economic Update Released

Created on 05 April 2022

Economic Update Released

Covering the rebounding domestic economy, strong government spending, the war in Ukraine, higher commodity prices and strong employment growth, this article is a great way to easily update your clien…

Which marketing tool is best for advice businesses?

Created on 15 March 2022

Which marketing tool is best for advice businesses?

One of the key decisions in marketing is choosing the correct marketing tool to reach your target audience. Which tool works best to communicate with your clients, and also promote your advice servi…

7 top tips for effective written communication

Created on 15 February 2022

7 top tips for effective written communication

With all of the communication tools at our fingertips such as email, texting, “tweeting”, it is easy to get lazy with the way we communicate. As most of our communication these days is not face-to-fa…

Why is article marketing so important?

Created on 15 December 2021

Why is article marketing so important?

If you've ever researched online marketing, then you have heard about article marketing. Perhaps you are even intrigued by the idea ... after all, any free marketing method is worth checking out, rig…

Economic Update Released

Created on 07 October 2021

Economic Update Released

Our popular Quarterly Economic Update for the past quarter has just been released! Focusing on COVID-19, property, iron ore and Australia's economic recovery post-COVID, check out the article previe…

7 ways to utilise financial articles

Created on 15 September 2021

7 ways to utilise financial articles

Successful financial services businesses continually apply innovative marketing strategies and tactics to differentiate themselves and stand out from their peers. Two great strategies to market your…

Do you get confused too... or to?

Created on 19 August 2021

Do you get confused too... or to?

A few years ago our amazing founder Julianne wrote a blog post about words that are commonly mixed up in writing or conversation. We were astounded at the high amount of positive responses we receiv…

Sad news from FWA

Created on 11 August 2021

Sad news from FWA

It is with a very heavy heart we pass on this news. Our founder Julianne sadly lost her health battle and passed away last week. Julianne retired from FWA in March 2019, leaving a lasting legacy wi…

Are you the first call?

Created on 09 July 2021

Are you the first call?

Who do your clients call first about anything financial? Is it you? Have you created the expectation in your client's view of your services that enables and encourages them to make the call?&n…

Content is King! Just ask Bill Gates

Created on 16 June 2021

Content is King! Just ask Bill Gates

We've all heard the iconic quote, 'Content is King' hashed out by many a marketer - you can thank Bill Gates for the term originally. Yet as much as we're over hearing it, producing quality content…

Position yourself as the go-to financial expert in your local area

Created on 15 April 2021

Position yourself as the go-to financial expert in your local area

If you choose to do any form of paid advertising such as Google AdWords or social media advertising to boost your profile, your buyers must first have a need for your service. For example, they must…

Let's get this marketing thing going ... again!

Created on 24 March 2021

Let's get this marketing thing going ... again!

If you’re not regularly posting about your services online by now you know you definitely should be. At the very least you want to be aiming to position yourself as the go-to person locally for all…

The No-Regrets Guide to Retirement

Created on 18 February 2021

The No-Regrets Guide to Retirement

We're delighted to share an excerpt from the newly released 'The No-Regrets Guide to Retirement'. Written by financial adviser and finance journalist Patricia Howard, this guide offers a no-nonsens…

6 simple tips to improve your writing

Created on 15 January 2021

6 simple tips to improve your writing

Texting, email and social media have caused a decline in the quality of how people write. To help you to achieve more from what you write, we've put together 6 simple tips to get your written messag…

Uncovering the Iceberg of Financial Advice

Created on 13 January 2021

Uncovering the Iceberg of Financial Advice

Bob Blurton, Virtual General Manager, joins us again as our guest blogger. Bob has over 30 years experience working with and assisting financial planners and business owners obtain the mo…

Words of wisdom from a financial pioneer (not us!)

Created on 16 November 2020

Words of wisdom from a financial pioneer (not us!)

During the past 20 years in the financial services industry we have had the benefit of “sitting at the feet” of financial planners who were the pioneers and keen to share their experiences – both goo…

Utilising customer satisfaction to grow

Created on 12 November 2020

Utilising customer satisfaction to grow

We're delighted to again welcome back Bob Blurton as our guest blogger. Bob has over 30 years experience working with and assisting financial planners and business owners obtain the most…

Too much strategy, not enough action

Created on 23 September 2020

Too much strategy, not enough action

We're delighted to welcome back Bob Blurton as a special guest blogger. Bob has over 30 years experience working with and assisting financial planners and business owners obtain the most…

Do you have a passion for writing?

Created on 16 September 2020

Do you have a passion for writing?

Do you have hands-on experience as a financial planner? Financial Writers Australia provides a specialist writing service to the financial services industry via its online library. From time to tim…

Leverage your staff structure

Created on 26 August 2020

Leverage your staff structure

This month we're delighted to welcome back Bob Blurton as our special guest blogger. Bob has over 30 years experience working with and assisting financial planners and business owners obt…

COVID-19 exposes lack of accountability

Created on 15 July 2020

COVID-19 exposes lack of accountability

This month we're delighted to welcome Bob Blurton as our special guest blogger. Bob has over 30 years experience working with and assisting financial planners and business owners obtain the most ou…

Get more clients to find YOUR business

Created on 15 June 2020

Get more clients to find YOUR business

We wanted to share this great article from the ifa website to assist you to improve your Google presence, attract more visitors to your website and, ultimately, get more leads... Ge…

Australians are consuming 533% more financial content

Created on 15 May 2020

Australians are consuming 533% more financial content

Australians are consuming 533% more financial content. Crazy isn't it? According to AdNews.com.au, the massive spike comes amid fears of the impact of COVID-19 on the economy. So... how are you gr…

Educate through uncertainty: Financial advice in a crisis

Created on 15 April 2020

Educate through uncertainty: Financial advice in a crisis

The first quarter of 2020 will forever be remembered for delivering one of the greatest health and economic shocks of all time. Never have so many people in so many countries experienced such major u…

Marketing is EXACTLY the same as investing!

Created on 15 March 2020

Marketing is EXACTLY the same as investing!

With the current state of the share market due to the Coronavirus pandemic you would probably be reminding your clients that investing is about time IN the market, not TIMING the market - and it's th…

5 blog post ideas your clients will LOVE!

Created on 15 February 2020

5 blog post ideas your clients will LOVE!

Every week or month when it’s time to write your next blog post, do you feel like the blinking cursor on the blank screen is teasing you? “C’mon” it blinks, “start writing! I’m ready!” But your finge…

3 reasons why content is the most important element of your website

Created on 15 January 2020

3 reasons why content is the most important element of your website

There are so many obstacles you can encounter in the Content Marketing process. For starters, maybe you’re still working on building your army of devoted readers – your clients and potential clients…

One simple exercise to help your financial planning business THRIVE!

Created on 15 October 2019

One simple exercise to help your financial planning business THRIVE!

“It is not necessary to change. Survival is not mandatory.” - W Edwards Deming When this highly honoured statistical consultant uttered those words many decades ago, he probably didn’t intend…

The REAL meaning of value

Created on 15 September 2019

The REAL meaning of value

1. Why should we pay? Kate and her husband finally made an appointment to see a financial planner to review their personal insurance cover. Kate has a real phobia about money management believing th…

The best way to get referrals... is to ask!

Created on 15 August 2019

The best way to get referrals... is to ask!

Everyone knows that the best way to build your business is via word-of-mouth... clients and contacts referring their colleagues, family and friends to you. It's simple, cost-effective and because the…

4 ways to keep your clients excited about financial planning

Created on 15 July 2019

4 ways to keep your clients excited about financial planning

It’s the job of the professional adviser to get their clients excited about investing so they maintain an active interest. This can be relatively easy at the beginning because it’s all new to the cli…

Does social media work for financial advisers?

Created on 15 June 2019

Does social media work for financial advisers?

Since Twitter, Facebook, Snapchat and other modes of social media entered the world’s consciousness we have been watching and waiting to see how these forms of instant communication would benefit our…

It's all about YOU!

Created on 16 May 2019

It's all about YOU!

The premise of good financial planning is "know thy client", but what about "know thy planner?". We are amazed to see how many financial planning websites have little or nothing personal about the pe…

It's time to reach the next generation

Created on 19 February 2019

It's time to reach the next generation

If you’re tired of being asked to complete online surveys for anything from your last visit to the supermarket to the experience of buying a new car, you probably wonder where this information ends u…

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