Business Growth

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The six necessities of modern marketing for financial advisers

From Tony Vidler - Adviser to the Advisers

I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods. Marketing for financial advisers was for years – decades perhaps... Read more continue reading

29 Jan 2024

Word of Mouth marketing is still where it is at!

From Tony Vidler - Adviser to the Advisers

Word of mouth marketing is more important than ever despite the value of digital and social media. Digital and social are immensely valuable in creating an audience and engaging with... Read more continue reading

18 Apr 2023

Easy business in the low-hanging fruit

From Tony Vidler - Adviser to the Advisers

Everyone wants easy business yet we so often make it harder than it has to be. Get the low-hanging fruit first. Twice as easy to get, and just as sweet.... Read more continue reading

10 Oct 2022

Why advisers need to invest in their businesses. Now.

From Tony Vidler - Adviser to the Advisers

Financial advisers really need to invest more into their practices. Now. More money, more thinking, more strategy…. more leverage. Even those who have been investing probably need to invest more.... Read more continue reading

26 Sep 2022

Official launch of Grameen microfinance in Australia to support women on low incomes

Equality in the workplace is front and center right now and global microfinance leader Grameen has officially launched in Australia with a focus on supporting women on low incomes. Grameen... Read more continue reading

12 Sep 2022

The future of advice is specialisation – 6 reasons you should become a niche player

From AdviserVoice - This Risk article is proudly brought to you by Zurich

The courage to be different “In order to be irreplaceable, one must always be different.” Coco Chanel. One of the most foundational concepts in marketing, and indeed business more generally,... Read more continue reading

31 Aug 2022

Market competitors eyeing distressed businesses

From HLB Mann Judd Sydney

Businesses looking for growth and opportunity are well-positioned to capitalise on persistent supply chain and cash flow issues by acquiring struggling competitors, according to HLB Mann Judd Sydney restructuring and... Read more continue reading

10 Aug 2022

Maybe financial advisers could be selling coffee?

From Tony Vidler - Adviser to the Advisers

Do you remember when petrol stations competed on client service? Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up. That... Read more continue reading

12 May 2022

Advice practices have a social media presence, but referrals remain a challenge for many

From BT Financial Group

The majority of advisers who attended BT’s recent social media webinars have a presence on social media, however only around a third are converting their social media activities to referrals.... Read more continue reading

09 May 2022

The shortcut to creating trust

From Tony Vidler - Adviser to the Advisers

Simply creating trust with a prospective client is the initial hurdle to having them engage in the advice process. To be fair the required level of trust initially is relatively... Read more continue reading

08 Mar 2022

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Earn CPD Points

CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]