Marketing

Celebrate wins, even if they are small

If you’re not used to celebrating wins, here’s a list of things that could be worth celebrating in your business – the perfect antidote to the ‘busyness’ disease.

Sarah PennJuly 12, 2019

Marketing

Where we’re going wrong with client onboarding

Many advisers are missing a big opportunity to help consumers better understand the financial planning process and how recommendations will be made on their behalf during the onboarding process.

Sarah PennMay 20, 2019

Marketing

Marketing is a team sport

Practice principals first need to let go of the idea they have all the answers and trust in the ability of your team to get involved in setting up and executing a marketing process.

Sarah PennMay 2, 2019

Marketing

Make your one-on-one staff meetings count

There’s a simple way to make sure you have quality conversations and therefore a quality relationship with each of your staff - it’s an approach called ‘start, stop, keep’.

Sarah PennMarch 26, 2019

Marketing

Educating, rather than nagging, can reap benefits

Building trust will be particularly important this year for advisers. Businesses will fare better at this if they skip the hard sell with clients or prospects – and nurture instead.

Anthony O'BrienFebruary 11, 2019

Marketing

Unlock the benefits of client retention

Financial advice practices are blessed with low rates of churn, compared with businesses in other industries, but even a small improvement in this area adds substantial value.

Ray McHaleJanuary 31, 2019