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

There’s money along the extra mile

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Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do you hear about a professional services business that has a standing process for going the extra mile because it continually improves sales results and profitability. One practice I deal with does precisely that, and... Read more continue reading

90 West Asset Management passes $250M FUM Milestone

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Solid performance, global partnerships and future prospects attracting strong investor interest Specialist Australian natural resources investment management firm 90 West Asset Management (90 West) yesterday announced that funds under management (FUM) has exceeded $250 million for the first time. 90 West has two funds open to investors; the Global Natural Resources Fund (a long only fund) and the Global... Read more continue reading

Succession planning experts say looking inward first leads to 50% uplift in key financials

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Wealth valuation specialists launch Peloton Partners; aim to help wealth advisers optimise businesses value Three  experienced financial industry advisers have launched a new specialist consultancy group aimed at helping wealth management advisers extract full value from their businesses. Peloton Partners has been established by its three key principals, Rob Jones, Michael Harrison, and David Murray,... Read more continue reading

MDS & Libertas team up to offer advisers new ‘Build your own Dealer Group’ option

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My Dealer Services Pty Ltd (MDS) Chairman Don Wiggins has announced that the specialist support service provider for advisers seeking their own Australia Financial Services Licence (AFSL) has teamed together with Libertas Solutions Pty Ltd (Libertas) in a strategic partnership to address growing demand by advisers to operate under their own licence, not only as an individual, but... Read more continue reading

It’s time IN your marketing, not timing OF your marketing

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I know, I’ve abused a very popular axiom about investing, but as investment success is gained by time in the market, it’s exactly the same rule when it comes to successful marketing. Advisers or their marketing staff often contact us after they’ve “tried everything” hoping that a newsletter, newspaper editorial or Facebook page will be... Read more continue reading