Blog
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 g...
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 mos...
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 mos...
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 t...
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 o...
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 ...
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...
G...
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 ...
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...
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 ...
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 fin...
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 client...
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 inten...
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 ...
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 t...
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 c...
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 o...
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 ...
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...
It works for Donald Trump - what about you?
Quite a few years ago I wrote an article about the role of social media in the financial services marketing space. This was in response to advisers asking us whether they should start using Twitter...
3 highly effective marketing strategies for financial planners
After years of answering similar questions about the best ways to use content in marketing campaigns, I finally got smart and wrote a book containing the answers!
Available as an e-book, "3 Highly...
