Our Top Tips

Helpful tips and guidance on writing, marketing and communicating in the financial planning world.

How to make attracting new clients ridiculously easy!

Generate targeted leadsHave you ever thought of employing a full-time marketing person? If your first response is, “that’s a dream, I could never afford one,” you might just be wrong. Or perhaps you are the marketing person and there is not enough hours in your days to develop, implement and measure ongoing marketing campaigns.

There is a slightly different solution available for both of these challenges and it’s now more affordable than ever.

Making the dream a reality...

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What does Warren Buffett think about marketing?

The man and his investment style need no introduction, but are you aware of Warren Buffett's thoughts on marketing?

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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 to sound sarcastic. After all, not everyone wants to change ... and not everyone wants to survive.

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Educate don't speculate


If there’s one thing the majority of adult Australians don’t want to hear more of it's politics! You are probably over it all too, so I’ll leave the speculation to the mass media.

There is something far more important your clients and potential clients need to hear from you now…

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Inbound Marketing for Financial Advisers – how does it work?

Inbound marketingWebsites are undoubtedly the single most important branding tool you can have for your business today. It is the first way in which most people will encounter you. It will shape their opinion of you. That’s why you must get it right...

Read on to learn about the power of inbound marketing from guest author, Rachel Staggs of SRS Coaching & Consulting.

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

content marketing(aka the world has finally caught up with me!)

A wise mentor once lamented to me, "You are ahead of your time, Julianne. Perhaps just slow down and let the world catch up”. It finally has. 

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Why bother with a client newsletter?

client newsletters

Would you believe that the success or failure of a business may come down to the humble newsletter?

Don’t believe me? Read on!

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What's the ideal length - does size really matter?

I've been doing some research on the "ideal" length of articles for online content – blogs and e-news - and realised there are so many views. What’s best? Long or short?  Or is length relevant at all?

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Marketing is EXACTLY the same as investing!

Marketing needs patience

With all of the current share market activity you would probably be reminding your clients that investing is about time IN the market, not TIMING the market - and it's the same with marketing. Are you practising what you're preaching?

Here's how it works...

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The REAL meaning of value

good value offer reliefIf I had a dollar for every time I see the phrase “added value” used in our industry alone, I would be very rich! But adding value is not about being better than your competitors; it’s actually convincing your clients and potential clients that you can give them what they really want.

Therein lies the golden question – what do your clients and potential clients really want from you?

Here are two fine examples of what the term “value” really means.

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A communication tip from ... Dr Hook!

client engagementI had a somewhat solemn conversation with an experienced and well-established financial planner recently. He believed that there was so much information available “out there” that there was little point in adding to it by way of sending news to his clients and prospective clients.

I agreed wholeheartedly with the first part of his comment. With blogs and social media now playing the role of 24-hour media outlets, we all get overwhelmed with the constant flow of information.

But I offered him a point which I asked him to take time to seriously ponder: “if you are not one of the sources your clients and potential clients rely on for their financial education, they’re going to get it elsewhere - and they will forget about you”.

Dr Hook says it best...

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5 great sources for new blog topics

blog content

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 fingers remain as still as your imagination? Don’t worry, I write for a living and we all suffer from writer’s block at some stage. You’re definitely not alone. So I thought I’d share some ideas that might help you get the creative juices flowing.

Here are my five tips to make blogging effortless!

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Your website should attract visitors to YOUR business - not someone else's!

Anyone who is serious about business knows that a website is a crucial tool for telling the world they exist and wooing potential clients to their “door”. But all too often, what starts out as a simple exercise in creating an online presence quickly becomes an all-encompassing, budget-blowing exercise in exasperation, triggering many business owners to opt for what looks like a “quick and easy solution”.

Website developers have multiplied like rabbits over the past decade and many now not only offer to create and build websites, but also to populate them with content. The majority are good at this and have their clients’ best interests at heart, but others go down the easy road (for them) and provide “live” content feeds on websites with the promise that this service will boost search engine rankings thereby increasing traffic to the adviser’s website.

This is how it works - or maybe doesn’t…

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If you don't 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 these people have already seen your work, they have personal experience of the value you offer.

So how do you get more referrals?  Here are three simple techniques...

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Does social media work for financial planners?

social media for financial planners

Since Twitter, Facebook and other modes of social media entered the world’s consciousness we have been watching how these forms of instant communication would benefit our clients. We did the same when electronic newsletters (e-news) became hot in the early 2000s. Having started by offering only printed versions of newsletters 14 years ago we also took the time to determine whether and how electronic delivery would best work for our clients.

Over the years clients have asked “what’s best for me” when it comes to choosing the right medium. This is our response...

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Who are you?

website contentThe premise of good financial planning is "know thy client", but what about "know thy planner?". I am amazed to see how many financial planning websites have little or nothing personal about the people offering this important personal service.

When was the last time you had a look at your "About Us" page? What did it say about the human beings behind your business? If it contains just a few feel good lines about how your practice is different but mentions no names or photographs, what type of message are you sending out to the world?

I wasn't meaning to write an article about websites but I have just looked up the website of a financial planner I'd heard about. I wanted to learn more about this particular planner, not just his business, so I obviously clicked on the "About Us" tab on his website. And this is what I found out about "Us"...

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