Video: Time for a social media springclean

From

The new financial year is the perfect time to review your business’s social media presence and Zurich’s quick 15 minute healthcheck video is a great place to start. The video is designed to help you take stock of your social media presence and includes tips on how to improve your Google ranking, getting the most out of […]

continue reading

How social media can turbo-charge your emotional intelligence – 6 tips

From

For those advisers aspiring to greater things, two recent pieces of research may prove to contain the insights you need to drive your business further. Shortly after revealing the extent to which advisers were adopting mobile technology and social media at a rate much faster than the overall community, we were excited when our latest […]

continue reading

Become valuable by making it easier

From

  One of the key concepts that advisers must grasp is the need to be valued for the advice and coaching you give, rather than linking your value to a product solution. A massive opportunity exists for advisers to remove complexity from their clients lives, and in turn, be valued for the advice and convenience […]

continue reading

Video: Why Advisers Should talk to the media

From

Some financial services businesses, big and small, are nervous about talking to the media – so nervous, in some cases, that they avoid media attention altogether. According to 64 Media this is a pity – because although there has been a fair bit of negative press on the financial services industry over the past few […]

continue reading

Combating the number one threat to wealth management businesses

From

Of all the threats to wealth management businesses a wrong hiring decision ranks at the front of the queue, as non-performing employees can soon become ‘the enemy within’ causing considerable damage to a company’s client relationships and its brand. ‘Successful Recruitment – Transforming your business through best practice’ is designed to help bullet proof wealth […]

continue reading

Top concerns for Australian business revealed

From

Brand and image, the state of the economy and the impact of regulatory change are the three top risk concerns for Australian and New Zealand organisations in 2012/13. These are the findings from Aon’s 11th annual Australasian Risk Survey, which provides a snapshot of the risk management practices of 133 businesses in 19 industries across […]

continue reading

20-point checklist for seminar selling

From

Many advisers feel that seminars are so last-year as a method of prospecting for new clients, and yet, so many advisers continue to do fantastically well with them. As with most things in sales and marketing of professional services you can take a short-cut to success by learning the lessons of others – and then […]

continue reading

Don’t let FOFA blindside business growth: The Advice Exchange

From

The Advice Exchange has found in a survey of 200 advisers, that most are relying upon their dealer groups only for compliance and systems administration.  Most are not utilising marketing or business development services that may be offered by their licencee.  Managing Director of The Advice Exchange, Andrew Doquile, said advisers must think about the […]

continue reading

Harness the power of social media

From

Financial and professional services as industries have been incredibly slow to adapt and evolve to using new methods of engaging with existing and prospective clients through Social and Digital Media.  Despite what most so called Social Media experts will tell you there is good reason for this. The idea of viral videos, content distribution and […]

continue reading

Branding your business

From

Rebranding is not to be undertaken lightly. When asked when a business shouldn’t undergo a full rebrand, Kevin Roberts, Chief Executive Worldwide of advertising giant Saatchi & Saatchi, replies: “Almost all the time. Often it’s not the brand that’s the problem, but the service, execution, product, delivery, or value.” Rebranding can be expensive so there […]

continue reading