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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 yo...
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 rece...
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 ...
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?...
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 conten...
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 mu...
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 al...
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-nonse...
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 mess...
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 ...
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 g...
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 mos...
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 mos...
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 t...
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 o...
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 ...
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...  G...
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 ...
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...
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 ...
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 fin...
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 client...
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 inten...
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 ...
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 t...
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 c...
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 o...
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 ...
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...
It works for Donald Trump - what about you?
Created on 19 June 2018

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...
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