Employment prospects are looking up in our industry. “A third of wealth management organisations recently surveyed said they expected to hire more employees this year (32%),” notes Sally Humphris, Executive Director at specialist wealth management industry recruiter Super Recruiters. “Two out of five (42%) expect to maintain staff numbers at current levels.” Interestingly, none […]
continue readingMost advisers have at least one or two referral partners; people who refer the odd client here and there. However, I know that what these advisers want are more robust relationships with these referrers resulting in more potential clients. Is that the same for you or perhaps one of your advisers? Below are five proven […]
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13
Dec
2019
Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with. Getting them to engage in full advice can be tough and they need to understand what you CAN do for them, and where your knowledge and skills can make a […]
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11
Dec
2019
When it comes to building something to last the ancient civilisations can teach us a thing or two. Anybody who has had the privilege of seeing the Great Pyramids up close will recall how perfectly symmetrical and “in balance” they are from a distance as you approach them. When you are right there at the […]
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01
Nov
2019
What you say about your business isn’t nearly as important as what others say about you. Would you agree? I’ll assume you agreed! So, knowing that what others say about you is far more important than what you say can I ask why you don’t have more client testimonials and reviews? Perhaps it’s an issue […]
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31
Oct
2019
In the first part of this series on client onboarding, Zurich Australia examined the reasons to develop and maintain a sound client onboarding process and looked at the first three steps to develop or redefine a client onboarding process. In this second part, we explore further practical steps you can take to either formulate a […]
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09
Oct
2019
Client onboarding is all about making each new client front and centre in welcoming them to your practice. In this article, the first of a two-part series, Zurich Australia will explore the many good reasons to develop a sound client onboarding process. Part two will explore practical strategies to either formulate or redefine your onboarding […]
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27
Sep
2019
What works in the digital landscape is different to the traditional marketing landscape. I’m going to explain what to do when you have a list of potential clients and how to maximise them in the digital marketplace. So, let’s assume that you created a landing page to support your specific campaign; for example, the campaign […]
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27
Sep
2019
Do you truly know what your clients value about your business? If you’ve never asked them, how can you possibly know the truth? Through the work that I do, I get the privilege of talking directly to clients of financial advisers all across Australia to find out what they value, why they remain a client […]
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18
Jul
2019
We all know that the ideal client is likely to be introduced to your business through someone else whether that is a family member, friend, co-worker or a trusted professional source. However, I can tell you through the research that I do; you aren’t getting all the client referrals they say they will send you. […]
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24
Jun
2019
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