Emailing clients with your marketing message is quick and inexpensive. The challenge is in ensuring your emails don’t get deleted, unread. Boutique fund manager Bennelong Funds Management share their tips on producing compelling e-marketing campaigns. Using emails as an e-marketing tool is known as e-communications (e-comms). Two pillars of a successful e-comm are the content [...]
continue readingAs everyone races to use new technologies and do cool new things in a bid to be different, there is a real risk of losing sight of the essentials. The business basics. Like, answering a customer enquiry. A friend drew my attention to a short piece of research done in the UK on how accountancy [...]
continue readingWelcome to the first of a 3-part CPD mini-series from AdviserVoice’s Ray Griffin. In this series Ray focuses on professional ethics and how, in day-to-day practice, you might deal with ethical issues that arise. At some point – Ray claims – an adviser will be placed in a situation where she will face a dilemma [...]
continue readingOne of the hot topics in the industry at the moment is this latest Roy Morgan survey that says the public perception of the advice industry isn’t great. These latest results shouldn’t come as a huge surprise to anyone, given that they confirm a trend that’s been in place for a while. But rather than [...]
continue readingBennelong Funds Management shares its experience with e-marketing through a few practical tips. Financial advisory firm or boutique fund manager, we’ve all posted the classic direct marketing (DM) pack – the traditional covering letter and flyer. And while DM is far from dead, today you can do it electronically. Welcome to the world of e-marketing. [...]
continue readingZurich Financial Services Australia (Zurich) today released new statistics showing that growth in social media usage by Australian financial advisers has far outstripped the growth experienced in the community overall. Speaking at the launch of a new Infographic – ‘Financial Advisers and Social Media’ – Mr Philip Kewin, GM Retail Life and Investments, said that the [...]
continue readingFollowing the website tips for financial planners and social media for financial advisers articles published earlier, Bennelong Funds Management touches on another important pillar in today’s marketing landscape: search engine optimisation (SEO). Creating a visually appealing, easy-to-use website is crucial for site visitors to find key information on your website, but how do you ensure [...]
continue readingBoutique fund manager Bennelong Funds Management shares its experience with social media and translates it into some practical tips for financial advisers. With today’s proliferation of mobile devices – from smart phones to tablets – this fairly new type of media has been stealing the spotlight away from traditional media and marketing tactics. The question [...]
continue readingOften referencing is treated as a tick box part of the recruitment process and yet if not handled correctly can lead to mistakes that can cost your business dearly. The pitfalls The common mistake in conducting references is speaking to the wrong people. You should only speak to the manager that the candidate actually reported [...]
continue readingAs financial advisers get to grips with new regulations, rule changes and evolving best practice advice standards they are often losing sight of some commercial reality. All too often I encounter advisers who have themselves been advised by an “expert” of one sort or another that they have serious business issues…or worse: serious compliance issues [...]
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