Our Top Tips

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

Get more clients to find YOUR business

We wanted to share this great article from the ifa website to assist you to improve your Google presence, attract more visitors to your website and, ultimately, get more leads... Get more clients by befriending Google

Most businesses rely on word of mouth and referrals to grow their business, and financial advisers, mortgage brokers and accountants are no different.

Yet with so many people looking for someone just like you on Google, how are you maximising the chance they find your business?

Continue reading

Australians are consuming 533% more financial content

Australians are consuming 533% more financial content.

Crazy isn't it?

Continue reading

Educate through uncertainty: Financial advice in a crisis

The first quarter of 2020 will forever be remembered for delivering one of the greatest health and economic shocks of all time. Never have so many people in so many countries experienced such major upheaval to their daily lives at the one time.

And while the media love to focus on the negativity and fear that abounds (and sometimes this is warranted), there is something extremely important your clients and potential clients need to hear from you now…

Continue reading

Marketing is EXACTLY the same as investing!

With the current state of the share market due to the Coronavirus pandemic you would probably be reminding your clients that investing is about time IN the market, not TIMING the market - and it's the same with marketing. Are you practising what you're preaching?

Here's how it works...

Continue reading

5 blog post ideas your clients will LOVE!

Every week or month when it’s time to write your next blog post, do you feel like the blinking cursor on the blank screen is teasing you? “C’mon” it blinks, “start writing! I’m ready!” But your fingers remain as still as your imagination? Don’t worry, we write for a living and we all suffer from writer’s block at some stage. You’re definitely not alone. So we thought we’d share some ideas that might help you get the creative juices flowing.

Here are five ideas to make blogging effortless and that your clients will love!

Continue reading

3 reasons why content is the most important element of your website

There are so many obstacles you can encounter in the Content Marketing process. For starters, maybe you’re still working on building your army of devoted readers – your clients and potential clients.

Or maybe you don’t know how to get people to visit your website so they can read your well-crafted words on all things financial.

Creating website content is only half of the battle – promoting it needs some serious legwork, as well. 

Continue reading

Supercharge 2020 in just one step!

Did you know that the third most popular New Year's resolution focuses on money? This is an opportunity not to be missed as you approach the time of year when the majority of people are planning to make big changes.

It will take you just one hour to do this important task before Christmas. Make the most of this opportunity - the result could mean your 2020 starts on a high.

Continue reading

One simple exercise to help your financial planning business THRIVE!

It is not necessary to change. Survival is not mandatory.” - W Edwards Deming 

When this highly honoured statistical consultant uttered those words many decades ago, he probably didn’t intend to sound sarcastic. After all, not everyone wants to change ... and not everyone wants to survive.

If you use this analogy in the context of business, there are so many people whom you would swear aren’t interested in surviving either ... but if you’re reading this, thank goodness you’re not one of them. You don’t just want to survive, you want to THRIVE!

What are you telling the world?

Continue reading

The REAL meaning of value

1. Why should we pay?

Kate and her husband finally made an appointment to see a financial planner to review their personal insurance cover. Kate has a real phobia about money management believing there will always be enough and the thought of planning for an injury or death in advance horrifies her; hence their delay in getting life cover. Both are aged in their 40s and Kate’s husband, Jake, had an old insurance policy he’d taken out when he was in his late 20s but hadn’t looked at in years. The premiums just disappeared from his account every month. He didn’t even know what the value of the policy was should he die. Sound familiar?

At the end of the meeting with the adviser, Kate and Jake were told that there would be a fee charged to put together a quote for their insurance cover. They were both very shocked. They believed the adviser would get paid via a commission from the insurance provider. Kate was shocked to be quoted over $1400. Jake had abruptly ended the meeting with a “we’ll get back to you” response – obviously with no intention of doing any such thing.

Continue reading

The best way to get referrals ... is to ask!

Everyone knows that the best way to build your business is via word-of-mouth... clients and contacts referring their colleagues, family and friends to you. It's simple, cost-effective and because these people have already seen your work, they have personal experience of the value you offer.

So how do you get more referrals?  Here are three simple techniques...

Continue reading

4 ways to keep your clients excited about financial planning

It’s the job of the professional adviser to get their clients excited about investing so they maintain an active interest. This can be relatively easy at the beginning because it’s all new to the client, but what happens as the years pass and your clients start to get ho-hum about their investments?

How do you sustain their interest? And just as importantly, how do you keep them reading the information you send them?

It’s not easy, but it can be done. Here are four tips to help make your communication about market economics, investing, estate planning, and other potentially “dull” topics more interesting…

Continue reading

Does social media work for financial advisers?

Social MediaSince Twitter, Facebook, Snapchat and other modes of social media entered the world’s consciousness we have been watching and waiting to see how these forms of instant communication would benefit our clients. We did the same when electronic newsletters (e-news) became hot in the early 2000s. Having started by offering only printed versions of newsletters 18 years ago we also took the time to determine whether and how electronic delivery would best work for our clients. Over the years clients have asked “what’s best for me” when it comes to choosing the right medium.

This is our response...

Continue reading

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"...

Continue reading

It's time to reach the next generation

If you’re tired of being asked to complete online surveys for anything from your last visit to the supermarket to the experience of buying a new car, you probably wonder where this information ends up.

Data is now likened to gold – well, actually it’s probably more valuable than gold! But it does have a role to play in helping you plan your business marketing. When I read about the findings from a few surveys pertinent to how financial advisers can reach upcoming generations, I thought I’d share some of the findings with you in the hope it might help with your marketing segmentation.

The data on financial planning

Continue reading

The power of words

We’ve all heard about how body language can have a major impact on the words we actually speak out loud. How many times have you heard someone say one thing but their body conveys a distinctly different message? Well, the same goes for writing. The way we write, our choice of words and how they are phrased can deliver an entirely different message to our readers than we’d originally intended.

Continue reading

The emerging importance of "content compliance"

To advisers it must seem like everyone bangs on about content marketing and its importance to build and maintain business, but is increasing regulation in the financial services industry turning something that has previously been a choice into a legislative requirement?

Instead of talking about content marketing, in our industry it should be called “content compliance”. Here are two examples why and how it might be affecting you.

Continue reading

Answering your marketing questions - Part 2

In Part 2 of this series, I will answer common questions about which marketing tools to use.

However, before I go any further, I would like to make it clear that marketing is not used merely to attract new business. You might think that’s obvious, but in my conversations with planners and clients, this point has come up a few times. One planner told me last year that he had so much new business that he wanted to stop sending his newsletter “for a while” because he had all the new clients he needed. When I explained that his newsletter is crucial to staying in regular contact with these new clients easily and affordably (compared to regular personal contact), he still couldn’t be swayed. He recently contacted me asking if he could re-join the library to resume his monthly newsletter admitting that he had made an error in judgment.

I could share many anecdotes but let’s give you some answers to common questions about marketing tools.

Continue reading

Aussie Helpers helping Aussies - you can too!

In 2012 I was listening to Alan Jones on the car radio while driving to a meeting. As usual he was passionate about his topic and as I listened I could understand why. I was amazed by what I heard.

Continue reading

Answering your marketing questions - Part 1

I’ve had the great pleasure of talking with advisers recently and asking them about their marketing activities, in particular what they’ve tried, what each has cost and what worked best for them. I really appreciate the openness I’ve experienced and I’ve been extremely surprised, shocked even, by what I’m hearing.

The common theme of every conversation has been that the adviser is trying to stay in contact with their client base and reach their target markets but what has surprised me is the amount of money being spent on this for the little or no return.

It is also evident that most are using a smattering of communication tools with all believing that social media is the best way to reach their markets - but the majority have no idea of how to make social media really work for them – and provide a suitable ROI on both money and time.

Over the next few posts I’m going to address some of the questions and comments I’ve received about marketing and provide answers and guidance. 

Continue reading

It works for Donald Trump - what about you?

Quite a few years ago I wrote an article about the role of social media in the financial services marketing space. This was in response to advisers asking us whether they should start using Twitter and/or Facebook to communicate with clients and reach out to their marketplace.

Rolling on five or so years to a time when we are immersed in a world seemingly governed by what every person thinks, says and photographs, I thought it timely to review the answer to “Does social media work for financial planners?”

Continue reading

3 highly effective marketing strategies for financial planners

After years of answering similar questions about the best ways to use content in marketing campaigns, I finally got smart and wrote a book containing the answers!

Available as an e-book, "3 Highly Effective Marketing Strategies for Financial Planners" explains in simple steps how to use educational content to build a financial planning practice... and  achieve a better return on your marketing spend.

Continue reading

Great tips straight to you

Wouldn't it be nice to automatically receive our helpful marketing and writing tips?

Add your name and you will receive them like magic each time we publish our newsletter! (If you are a client, you already receive these.)

Great tips straight to you

Please tell us your First name (e.g. John).
Please tell us your Last name (e.g. Smith).
Please use your Australian business email address.
Invalid Input
We will never share your information. Ever.
Cron Job Starts

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!