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, knowledgeable advisers of all kinds to help them deal with the complexities of modern life. They need expert financial advisers to simplify their financial lives […]

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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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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 you is far more important than what you say can I ask why you don’t have more client testimonials and reviews? Perhaps it’s an issue […]

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How to convert more leads with digital marketing

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What works in the digital landscape is different to the traditional marketing landscape. I’m going to explain what to do when you have a list of potential clients and how to maximise them in the digital marketplace. So, let’s assume that you created a landing page to support your specific campaign; for example, the campaign […]

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12 Reasons clients maintain an ongoing relationship with Financial Advisers

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In one of my previous articles, I talked about what clients value about a financial adviser. It was evidence-based meaning it was taken from the research I have conducted for many years with clients of financial advisers. In this article, I’d like to share why clients maintain an ongoing relationship with a financial adviser, again, […]

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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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