Financial planners must use online videos to drive financial education

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Online videos a necessary tool to grow business Financial planners risk losing market share if they don’t quickly adopt video for their communication and marketing strategies, says Fiona Parker, General Manager, Wealth Know How. “Video content will account for 69% of all consumer online traffic by 2017, according to a recent global Cisco study,” Ms […]

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Key findings of the Investment Trends 2014 Planner Business Model Report

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Planners’ businesses continue to improve But many are facing challenges relating to demonstrating value to clients and improving business efficiency Aligned dealer group channels are at risk and we may be entering a period of increased upheaval Planners’ businesses have continued to improve from last year Improvements across a range of key planner business metrics […]

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OneVue to acquire Select Asset Management and Select Investment Partners

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OneVue Holdings Limited (OneVue) last week agreed to acquire Select Asset Management Limited, trading as Select Fund Services and Select Investment Partners Limited. Select Fund Services (SAML) is a specialist provider of responsible entity (RE) services and one of Australia’s leading REs for multi-asset trusts. The business also provides services to leading single strategy managers and […]

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Don’t let fraudsters sabotage your businesses

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The threat of people fraudulently representing themselves using creative licence is real and is evidenced in up to one in five resumes including false and misleading information that is designed to get potential employees leap frogging their competition. This fraudulent activity ranges from lies of omission where dates of unemployment are ‘smoothed out’ of a […]

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Recruitment costs too much – Financial planning practices going it alone with costly consequences

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The SLICE survey conducted by Peter Dawson of the Dawson Partnership and Susan Rochester of Balance at Work found that financial planners are averse to using recruiters as they believe their fees are prohibitively high but then end up with considerable unforeseen costs associated with doing it themselves. More often than not these ‘hidden costs’ […]

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Australian companies can boost productivity and growth by removing the bamboo ceiling

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Australian companies need to act in the new financial year to broaden the diversity of their workforces and remove the ‘bamboo ceiling’ by including Asian Australians in senior positions, according to Pamela Young, author of Stepping Up and Managing Director at growthcurv. Young, a global specialist in growth strategies and cultural change, says having a more diverse […]

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Australian businesses rake in record $246.4bn from internet

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Australian businesses earned a record $246.4 billion from internet sales in 2012-13, up from $237.1 billion in 2011-12, reflecting the rising importance of  e-commerce to economic activity, according to Paul Resnik, co-founder of FinaMetrica, an Australian software business which draws all its revenue from internet sales. The report from the Australian Bureau of Statistics (ABS), […]

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SMEA survey – Outlook for SME sector strong but ‘anchors’ are holding back growth & Economy

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SME Association of Australia (SMEA) Chairman Craig West yesterday released the findings of an extensive survey conducted by the Association.  The report confirmed that although SMEs are generally upbeat about future prospects they still have concerns regarding many economic and bureaucratic ‘anchors’ that are holding back both the sector and economy. The McNair Ingenuity Research and Stable […]

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Can that “expert” actually walk the talk?

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It is true: the easiest people to sell to are the people who sell. For some time I have been watching with great interest, and finding myself shaking my head in amazement with increasing vigor, as more professionals begin to switch on to digital marketing and social media use in particular.   The truly amazing thing […]

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The Top 20 Marketing Kitbag Essentials

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It would be fair to say that the majority of people in professional services are not marketing specialists. Usually great technicians and specialist advisers, often great at selling and relationship management at an individual level.  Not so great at getting the marketing going though…. Whenever I talk at workshops or conferences about marketing, client engagement […]

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