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 relationships with these referrers resulting in more potential clients. Is that the same for you or perhaps one of your advisers? Below are five proven

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How to attract more affluent clients

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Many Advisers I talk to wish to attract more of the affluent client, the perception being that they can afford advice and are experienced in paying for it. That said, the more affluent the client the more significant the fee, the more likely perceived expert status will play in the buying decision. As the advice

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Why trust should be your number one marketing focus right now

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The other day I was part of a meeting with several others. We were discussing the recent media attention about the industry and specifically about the Commonwealth Bank Financial Planning business; the negative press that the industry as a whole was receiving and the implied lack of growth. There was a great deal of doom

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Free Webinar: What Does A Quality Advice Business Look Like in 2013?

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This question as well as others will be answered by a leading panel of industry thought leaders; Jim Stackpool, Rachel Staggs, Bob Neill and Colin Williams during a live webinar on February 11. You are invited to join them, at no cost, and learn what you can do in your business this year. During this

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Branding your business

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Rebranding is not to be undertaken lightly. When asked when a business shouldn’t undergo a full rebrand, Kevin Roberts, Chief Executive Worldwide of advertising giant Saatchi & Saatchi, replies: “Almost all the time. Often it’s not the brand that’s the problem, but the service, execution, product, delivery, or value.” Rebranding can be expensive so there

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Why didn’t you get the business?

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In my role as a specialist coach to Financial Advisers I get the privilege of speaking to your clients and finding out what they like and what they don’t like; why they choose you and why they don’t and I’d like to share some feedback with you, perhaps you can learn from the mistakes of

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