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Created on 09 January 2024
Economic Update Released
Our latest economic update covers inflation, interest rates, holiday spending and the Australian property market. Check out the article preview below >> Quarterly Economic Update: October...
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Created on 18 December 2023
Give your New Year a kick start!
More than 14 million Australians set a New Year’s resolution for 2023. This is an opportunity not to be missed as we approach that time of year again when the majority of people are planning to mak...
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Created on 11 December 2023
5 steps to your best year yet in 2024!
Many of our clients have told us that they're not taking holidays over this Christmas/New Year break because they'd prefer to use this "quiet time" to plan ahead for the next 12 months. It prompte...
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Created on 15 November 2023
Mastering social media marketing for Financial Advisers
In the ever-evolving landscape of financial advice in Australia, the clever use of social media marketing can be a game-changer for savvy financial advisers, offering a way to enhance visibility an...
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Created on 04 July 2023
Economic Update Released
Our economic news update for the April-June 2023 quarter focuses predominantly on Australia teetering on the edge of recession as indicators point to both a fall in economic activity and strong gro...
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Created on 19 April 2023
70% of consumers prefer content over ads!
70% of consumers say they prefer to learn about a product or service through content rather than traditional advertising. What?! Content marketing generates three times as many leads as tra...
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Created on 18 April 2023
Financial Writers Australia Podcast
Unique content that speaks directly to your ideal clients! AdviceTech Podcast 31 March 2023 | AdviceTech Podcast #28 – Financial Writers Australia Episode details In this episode, Pe...
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Created on 04 April 2023
Economic Update Released
Our latest quarterly economic update covering inflation, interest rates, market volatility, cost of living and international affairs. Check out the article preview below >> Quarterly Econ...
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Created on 30 November 2022
Is financial literacy the key to a better advice industry?
While scrolling our way through a news feed this past week we came across an ifa blog article discussing the differences between financial advice and financial literacy, and the current role the fi...
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Created on 26 October 2022
Federal Budget Summary
Federal Treasurer Jim Chalmers has delivered the Labor Government’s first Federal Budget since being elected earlier this year. This summary article outlines the key measures contained within incl...
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Created on 15 August 2022
The power of keeping in touch
Would you believe that the success or failure of a business may come down to the humble newsletter? Don’t believe us? Read on! As a new financial year began, many business owners and managers too...
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Created on 05 July 2022
Economic Update Released
Our latest quarterly economic update covers our domestic economy, including inflationary fears, rising cost of living prices, the recent basic wage increase, and the slowing of the property market....
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Created on 05 May 2022
How can you help ease your clients concerns?
As we're sure you're all aware, the RBA has raised interest rates for the first time in more than a decade. And with this rise, and the excessively heavy media coverage (in our opinion), your clien...
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Created on 05 April 2022
Economic Update Released
Covering the rebounding domestic economy, strong government spending, the war in Ukraine, higher commodity prices and strong employment growth, this article is a great way to easily update your cli...
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Created on 15 March 2022
Which marketing tool is best for advice businesses?
One of the key decisions in marketing is choosing the correct marketing tool to reach your target audience. Which tool works best to communicate with your clients, and also promote your advice ser...
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Created on 15 February 2022
7 top tips for effective written communication
With all of the communication tools at our fingertips such as email, texting, “tweeting”, it is easy to get lazy with the way we communicate. As most of our communication these days is not face-to-...
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Created on 15 December 2021
Why is article marketing so important?
If you've ever researched online marketing, then you have heard about article marketing. Perhaps you are even intrigued by the idea ... after all, any free marketing method is worth checking out, r...
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Created on 07 October 2021
Economic Update Released
Our popular Quarterly Economic Update for the past quarter has just been released! Focusing on COVID-19, property, iron ore and Australia's economic recovery post-COVID, check out the article prev...
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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...
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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...
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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 ...
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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?...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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... ...
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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 ...
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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...
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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 ...
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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...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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 ...
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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...
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