Regulatory change not the only threat to advisers’ businesses

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Do you think the market and the changing legislation is the only threat?  Portfolio management is getting easier for all. Next time you’ve got a few minutes to spare, enter the following words into your favorite search engine –investment portfolio management software. You’re likely to get in excess of ten pages of site listings which... Read more continue reading

Benefiting from the latest Google changes

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We should all know by now that website content is important for our visitors as well as the search engines, but recent changes by Google could give smart financial advisers an advantage. The online space is getting more competitive every day when it comes to financial services websites. There is competition from other financial services... Read more continue reading

Tips for financial advisers buying internet leads

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Internet leads require a completely different approach to leads provided by referral partners or existing clients. When receiving leads from referral partners you are generally not competing against anyone else for the business.  Instead the referral partner has identified a potential need, and it is your job to explore that need with the general target... Read more continue reading

Online enquiry forms

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As a financial adviser, why do you have a website?  Some of you will say it’s about branding or profile building, but ultimately it is to attract leads. Once your website has gained the lead, then it’s your job to convert that lead into a happy – and profitable – client. Getting prospective clients to... Read more continue reading

Implementing succession & growth strategies into your business

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Today’s changing landscape provides a fertile ground for quality wealth management practices to strategically growth and strengthen their businesses through succession and growth strategies. The question to ask are when is the best time to do this and how do you go about it? We all recognise the importance of seeking professional advice from financial planners... Read more continue reading

Recruitment advisers offer cost effective alternative

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Recruitment of new staff can be one of the most time consuming and costly issues facing business owners. Traditionally, choosing how to recruit new staff has been limited to either doing it yourself or working with a recruiter. There is a third option that can provide you with a recruitment partner at a significantly lower... Read more continue reading

Are social media experts the new Y2K experts?

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It’s hard to ignore the explosion of social media and its impact on business. For example, LinkedIn Australia now has >2million members with a new member joining every second. It’s no longer a question of whether to involve yourself and your business in social media or not. The question is ‘how are you going to... Read more continue reading

Niche Marketing and defining your perfect client

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Niche Marketing “When I first started my financial planning business I had a dream of being all things to all people.” “I thought I’d be helping a carpenter on Monday with his income protection, and a doctor on Tuesday with his investment portfolio.” “I set up a fantastic website which contained loads of articles and... Read more continue reading

Maximising the value of your business

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As we are regularly reminded by the media, we are entering a period of unparalleled intergenerational wealth transfer as the baby-boomer generation reaches retirement age. It’s also a period where a large number of small businesses owned by baby-boomers will change hands.  This high level of business transfer is completely unprecedented and could prove a... Read more continue reading