Promoting the growth of FinTech start-ups – join us at the Afiniation Showcase 2015

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AdviserVoice are proud to announce that we have recently partnered with Afiniation, the champion of the Australasian FinTech Community. Afiniation is a virtual network to support the development and growth of FinTech in our region. The catalyst for investment, innovation and international expansion. Together, we are promoting the growth of FinTech start-ups and thought you might... Read more continue reading

Using LinkedIn as one of your best marketing tools

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Using LinkedIn to help you with your marketing is a strategy for both your business and your career. Here are some tips to help you. The Stella Network started as a LinkedIn group to support women in financial planning through an interactive discussion forum through LinkedIn. Of course that makes me a little biased towards... Read more continue reading

Megatrends: Demographics and the ageing world

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It’s been dubbed the ‘Age War’. We’re now living longer than ever before thanks in large part to advances in healthcare and the adoption of healthier lifestyles. Our rapidly changing demographics – both here and globally – will have a far-reaching impact across all areas of our lives, bringing with it some unique investment opportunities.... Read more continue reading

You can become a trusted brand before clients even meet you

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The importance of great engagement with prospective customers cannot be over-emphasised…it is THE fundamental shift in effective marketing techniques over the last decade because it is the solution to the fundamental shift in consumer behaviour over the last 15 years. Great engagement is the difference between converting a small proportion of prospects into customers, or a... Read more continue reading

Instant financial planning: start providing advice in 90 days

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Accounting firms that want to enhance their client value proposition and lock in a licensing solution ahead of the imminent removal of the accountants’ exemption can establish a professional financial planning business in just three months and be profitable from day one, according to a leading Certified Practicing Accountant. Experienced accountant and co-founder of GPS... Read more continue reading

How to build consumer loyalty and advocacy in financial advice

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We pay more for brand names. We pay more for and are advocates of brands that have emotionally connected with us. The richer the emotional content of a brand’s mental representation, the more likely the consumer will be a loyal user. This thinking is just as relevant for financial advice as it is for toilet... Read more continue reading

Football and finance: what Manchester United teaches us about the global economy and the business of sport

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Peter Beer, Economist and Vice President at LA-based Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, has peeked into the financial statements of the Manchester United Football Club. He’s found that elite sports team are among the organisations best positioned to profit from rising global wealth and interconnectedness. The TV buzzes on... Read more continue reading

Synchron expects growth in its adviser numbers

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Despite the challenges presented by the introduction of the Life Insurance Framework (LIF), Synchron is expecting an increase in its adviser numbers by the end of the year. “We believe the catalyst will be that more advisers will be looking for non-institutional homes,” said Synchron director, Don Trapnell. “Synchron has a close connection with its... Read more continue reading

Marketing: follow the seam of gold, but don’t spend money looking for it

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Whenever we talk about target marketing, or getting focused on a specific ideal client profile, people seem to think it becomes an “either/or” choice.  One has to be focussed on the ideal clients only and ignore everyone else, or alternatively, you have to be focussed on dealing with as many potential clients as possible (whether... Read more continue reading

Work out where the real money – and future – is in your business

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Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. As human beings they might all be equal, but as clients they are not. Each client relationship has a commercial value….and a commercial cost.  Each therefore has varying profitability, and at the extremes it... Read more continue reading