The Top 20 Marketing Kitbag Essentials

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It would be fair to say that the majority of people in professional services are not marketing specialists. Usually great technicians and specialist advisers, often great at selling and relationship management at an individual level.  Not so great at getting the marketing going though…. Whenever I talk at workshops or conferences about marketing, client engagement... Read more continue reading

That word ‘sales’ – is it dead or being revitalised?

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The mere mention of the words ‘sales’, ‘selling’ or ‘salesperson’ in financial services and it immediately generates a vision of a negative stereotype from a bygone era where a pushy, commission focussed, fast talker enticed unsuspecting consumers into buying products or services said Financial Service Brokers (Connect) CEO Paul Tynan. Like many things in life,... Read more continue reading

Four ingredients for advisers search engine optimization (SEO) recipe

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President and Founder of US Based i-Impact Group Mr. Claudio O. Pannunzio said financial advisers still underestimate the power and importance of search engine optimization (SEO) as a process for attracting traffic to their practice websites and in doing so, are curtailing new business and client engagement opportunities. In his main platform and workshop presentations,... Read more continue reading

7 blue chip networking tips

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The very word networking can evoke a variety of emotions in people. For some, images of thrusting extroverts handing out business cards at breakneck speed will spring to mind. Others think of it as a chore, or even worse, something that can be a bit awkward and uncomfortable. However you think approach it, there is... Read more continue reading

Optimistic financial planners anticipate further growth: Macquarie Practice Consulting

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The Macquarie Practice Consulting 2013 Financial Planning Best Practice Benchmarking Survey has revealed further optimism within the financial planning community, with respondents anticipating an increase in profit in 2014. Eight in ten (83 per cent) advisers anticipate increased profits in the next 12 months, up from 74 per cent in 2012. Practices that offer financial... Read more continue reading

Tips to turn your Fee Disclosure Statement into a must have marketing tool

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Research recently released by Wealth Insights showed that Fee Disclosure Statements are causing advisers more angst than any other aspect of FOFA. Around half of advisers surveyed for the 2013 Market Trends Report believe they will lose between 1 and 10% of their clients due to the need to provide an FDS to their clients.... Read more continue reading

Network, Connect, Exit

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As the end of the year approaches and invitations to celebrations and functions flood in, here are some tips on ensuring you get the most out of the this time through effective networking. As a professional, networking is essential to growing your business. In a digital driven era, combining online connections and conversations with offline... Read more continue reading

Have more than just a ticket to the game

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Social media marketing may be helping consumers find and research financial advisers but in the age of digital media, an online presence is just a ticket to the game, according to Hans Egger, director of Astute Wealth Advice, creators of the AstuteWheel. “The good news is that if an adviser has executed the right social... Read more continue reading

Create the right culture for lasting success

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Imagine owning a sports business that continued for well over 100 years and during that time had a winning record against all comers of over 83%? In the Test arena – playing only against the best teams that all the other nations in the world can put up against them – that winning percentage is... Read more continue reading

Financial advisers fail to boost social media ROI

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One of the most frequent frustrations expressed by financial advisers to President and Founder of US Based i-Impact Group Mr. Claudio O. Pannunzio during his social media and communication workshops relates to perceived lack or minimal ROI on social media effort. In his response Pannunzio points out that social media should not be considered as... Read more continue reading