The powerful marketing tool that you use every day, but hardly use for marketing. But should!

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The most powerful marketing tool most professionals have is the one they use hundreds of times each day, but which they usually do not do any marketing with: email. Love it or loathe it, we all use it.  It is not going away anytime soon, and it is not about to be replaced just yet.  In […]

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Overcoming the challenges that hold back new AFSLs  

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There is growing interest amongst financial planners in establishing their own financial services licence (AFSL) but many are held back by concerns that there is little information or support available to guide them on the journey, says Geoff Rimmer, co-founder of GreenZone Australia. “We have been talking to a number of advisers who recognise that […]

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Ignition Wealth provides adviser support with unique 12 step guide to digital advice

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Ignition Wealth has been actively supporting the Australian adviser market with digital financial advice solutions since October 2015. As the ‘robo-advice’ specialist setting the benchmark for digital financial advice in Australia, Ignition Wealth has an unrivalled knowledge and understanding of the issues advisers are facing and the questions they ask as they seek to understand […]

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How to use customer information for marketing and referrals

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Organisations often want to use customer information for marketing and to pass it on to third parties with whom they have arrangements such as strategic alliances and referrals. Although it’s not strictly necessary to obtain the customer’s consent to do so, you do need to have notified the customer of how you’ll use or disclose […]

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Common mistakes with commercial leases by SMEs

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Small business owners can be very naïve about their obligations under the lease of their business premises. A number of issues keep cropping up again and again: First – yes, commercial leases are very difficult to read and understand but the business owner must at least make an effort to fully comprehend the important points.  […]

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CPD: Believe and understand your WHY

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Successful businesses tell their market why they are in business, how they do business and what they do – in that order. This is contrary to most marketing approaches. Drawing on the work of American author, speaker and marketing consultant Simon Sinek, DomaCom explores how this approach to marketing can benefit advice practices. Every organisation […]

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The rise of the e-Adviser

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There appears to be plenty of research from larger markets such as the USA to suggest there is a new type of financial adviser out there, dubbed the “e-Adviser”, who is winning way more business than other advisers are. An e-Adviser is not a robo-adviser either….thought I would just get that one out of the […]

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Big wins come from being decisive

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Paralysis from analysis is an achilles heel of professional services it seems, and there is a general need for leaders to be more decisive if they want big wins in business. Indecision is prevalent at the moment, with uncertain political and macroeconomic factors, the opaque nature of ongoing regulatory reform in many sectors, and increasing […]

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Employment outlook for finance sector positive despite impact of disruption

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Despite the impact of digital disruption and a candidate shortage, the employment outlook in the Finance, Insurance and Real Estate sector remains cautiously optimistic. This is according to the latest ManpowerGroup Employment Outlook Survey, released today, which shows twelve per cent of employers in this sector intend to increase hiring in the coming quarter, while […]

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Digital and Social Media with the Australian Advice Industry

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It appears that the Australian advice industry is split when it comes to whether reputational risk prevents them from participating on social media channels, according to research carried out by Midwinter Financial Services in conjunction with Jenesis Consulting. In 2016, Midwinter surveyed 153 advisers of varying backgrounds and specialisations on Digital and Social Media, with […]

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