Our Top Tips

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

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 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?

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

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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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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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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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