This is what clients value about a financial advice business

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Do you truly know what your clients value about your business? If you’ve never asked them, how can you possibly know the truth? Through the work that I do, I get the privilege of talking directly to clients of financial advisers all across Australia to find out what they value, why they remain a client […]

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3 reasons why you aren’t receiving more client referrals

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We all know that the ideal client is likely to be introduced to your business through someone else whether that is a family member, friend, co-worker or a trusted professional source. However, I can tell you through the research that I do; you aren’t getting all the client referrals they say they will send you. […]

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Why do people trust a financial adviser?

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The word trust, according to the dictionary means ‘reliance on the integrity, strength, ability, surety, etc., of a person or thing; confidence.’ Which I believe we would all agree on. But why is it that people trust some financial advisers and perhaps not others? Is it qualifications? Is it because they are part of a particular […]

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An article about trust – marketing for financial advisers

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I hate to start an article off with a negative but never before has the industry rated so poorly for trust. Trust really is the cornerstone of your business and must be addressed. What is trust? How can it be measured? Trust is very much in the eye of the beholder [is that a line […]

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8 Step Client Satisfaction Checklist

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Many Advisers have recently asked me about the topic of client surveys, “How do we?” “Should we?” and so forth. As a passionate believer in client surveys, I was more than keen to put some proven tips on paper (so to speak!). Mistakes I find many Advisers using are not planning beforehand and then, afterwards […]

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How to connect and communicate with clients?

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Typically when financial advisers talk to their clients, they talk in numbers and statistics, have pie charts, numerous PowerPoint slides and talk in industry jargon all very rational and left brain focused. Left brained focused people are those that constantly seek more information making it very hard for them to make a decision. 80% of […]

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Network, Connect, Exit

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As the end of the year approaches and invitations to celebrations and functions flood in, here are some tips on ensuring you get the most out of the this time through effective networking. As a professional, networking is essential to growing your business. In a digital driven era, combining online connections and conversations with offline […]

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