Our Top Tips

Helpful tips and guidance on writing, marketing and communicating in the financial planning world.

It's all about YOU!

The premise of good financial planning is "know thy client", but what about "know thy planner?". We are amazed to see how many financial planning websites have little or nothing personal about the people offering this important personal service.

When was the last time you had a look at your "About Us" page? What did it say about the human beings behind your business? If it contains just a few feel good lines about how your practice is different but mentions no names or photographs, what type of message are you sending out to the world?

We weren't meaning to write an article about websites but we have just looked up the website of a financial planner we'd heard about. We wanted to learn more about this particular planner, not just his business, so we obviously clicked on the "About Us" tab on his website. And this is what we found out about "Us"...

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Educate don't speculate


If there’s one thing the majority of adult Australians don’t want to hear more of it's politics! You are probably over it all too, so I’ll leave the speculation to the mass media.

There is something far more important your clients and potential clients need to hear from you now…

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Why bother with a client newsletter?

client newsletters

Would you believe that the success or failure of a business may come down to the humble newsletter?

Don’t believe me? Read on!

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Great tips straight to you

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3 Powerful Marketing Strategies

Written especially for financial advisers

Create and implement effective marketing campaigns for your practice with these 3 simple yet powerful strategies.

Developed from more than 20 years' experience in financial services marketing, this step-by-step guide will show you how to benefit from content marketing, just like the big corporates do, but on a much smaller budget.

Get your free e-book here!