How to stand out on LinkedIn

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Being active on LinkedIn can help financial advisers establish authority, credibility and expertise. Rebecca Cofrancesco from Marketing Goodness shares her tips on how you can stand out on LinkedIn. You... Read more continue reading

Ways to improve your value and ask great questions

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As we all embrace and further deepen a client-centric model, there are many challenges to overcome and many changes to make. People of all ages and financial situations need caring,... Read more continue reading

The power of a vision: Because your future has to start somewhere

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Vision is the thing that initially drives all progress.  Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget  the power... Read more continue reading

If you’re not doing digital marketing, what are you doing?

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It’s fair to say, marketing doesn’t work the way it used to. New technology and lower-cost digital marketing channels like Social Media give businesses of all shapes and sizes easier... Read more continue reading

Wealth industry jobs most in demand

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Employment prospects are looking up in our industry. “A third of wealth management organisations recently surveyed said they expected to hire more employees this year (32%),” notes Sally Humphris, Executive... Read more continue reading

5 Ways you can work better with your referral partners

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Most advisers have at least one or two referral partners; people who refer the odd client here and there. However, I know that what these advisers want are more robust... Read more continue reading

How to get buy-in from clients to full advice

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Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with.  Getting them to engage in... Read more continue reading

The 9 building blocks of a business which will stand the test of time

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When it comes to building something to last the ancient civilisations can teach us a thing or two.  Anybody who has had the privilege of seeing the Great Pyramids up... Read more continue reading

A different way to articulate your value? Could it work for you?

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What you say about your business isn’t nearly as important as what others say about you. Would you agree? I’ll assume you agreed! So, knowing that what others say about... Read more continue reading

Welcome aboard – the importance of nurturing new client relationships (Part two)

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In the first part of this series on client onboarding, Zurich Australia examined the reasons to develop and maintain a sound client onboarding process and looked at the first three... Read more continue reading