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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...
3 highly effective marketing strategies for financial planners
Created on 19 February 2018

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...
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