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

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…


 

Grab this opportunity with both hands!

Sure, we’ve heard it over and over again, the world is in the grip of financial uncertainty – some even go so far as to describe it as chaos. But if you venture back through the millennia of history (or ask a scientist) you will learn that order always follows chaos.

Every now and then the world of finance needs a good shake up!

So instead of waiting for it all to pass (and I don't mean through the Senate!), take a deep breath and make the most of this incredible opportunity to share what you do know with your clients and contacts. Ignore the speculation and get back to education.

Back to basics

As a financial adviser, you know what the key foundations to financial planning are but when fear and uncertainty abounds, your clients (and potential clients) tend to forget and panic. There is no better time than now to remind them.

It’s inevitable that there will be constant tinkering with superannuation – you can rely on history to prove this as well – but there will always be other opportunities to focus on. Ignore the rhetoric and go back to the basics. Remind your clients of the investment fundamentals and focus their attention on the way forward.

You will eliminate the darkness like a solitary candle.

Financial educationEducate, don’t speculate

Every form of media, mass and social, is speculating on what will happen next but nobody really knows; it’s called news but most of it is puffery.

Share your knowledge with your clients and they will be forever grateful that you are there to rely on to separate the truth from the puff.

Here is a great way to start

The Financial Articles Library provides quality educational content to help you empower your clients with sound financial knowledge. Join the library and you will stand out from the crowd – and, more importantly, your clients will benefit too.

Where there is a void negativity will fill it. Fill that void with knowledge.

Please, please don’t miss this incredible opportunity. Sign up online for immediate access.

Share your gift and shine.

 

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