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  • Service 7 is now available as an e-book We are pleased to let readers of AM WEEK know that it is now an e-book, that is being rolled out on […]
    Service 7, The E-Book

    Service 7 is now available as an e-book We are pleased to let readers of AM WEEK know that it is now an e-book, that is being rolled out on […]

  • In this post I want to share some ideas on how to create a pricing policy in the new regulatory world. This follows on from my previous article ‘Every Financial […]
    How to Create a Pricing Policy

    In this post I want to share some ideas on how to create a pricing policy in the new regulatory world. This follows on from my previous article ‘Every Financial […]

  • Business income is the thing that keeps the lights on and the doors open. It pays for staff wages and it enables good advice outcomes for clients. The FASEA code […]
    Every Financial Planning Business needs a Pricing Policy

    Business income is the thing that keeps the lights on and the doors open. It pays for staff wages and it enables good advice outcomes for clients. The FASEA code […]

  • According to the FASEA website, “The Code issued by FASEA is a set of principles and core values that lays the foundations for a true profession to emerge.” I know […]
    FASEA Code and the New Marketing Frontier

    According to the FASEA website, “The Code issued by FASEA is a set of principles and core values that lays the foundations for a true profession to emerge.” I know […]

  • This month the Australian Securities and Investment Commission released Report 627 ‘Financial Advice: What consumers really think.’ It’s a consumer research report and it’s worth a read. I’m a great […]
    2019 Research: What do they really think about financial planners

    This month the Australian Securities and Investment Commission released Report 627 ‘Financial Advice: What consumers really think.’ It’s a consumer research report and it’s worth a read. I’m a great […]

  • It’s one of the most common questions I am asked, ‘How do I get more new clients’. All business owners like to see client growth. Unfortunately the answer to that […]
    Do you have the right mind set to attract and win new clients?

    It’s one of the most common questions I am asked, ‘How do I get more new clients’. All business owners like to see client growth. Unfortunately the answer to that […]

Featured Posts

In this post I want to share some ideas on how to create a pricing policy in the new regulatory world. This follows on from my previous article ‘Every Financial […] 0

How to Create a Pricing Policy

It’s one of the most common questions I am asked, ‘How do I get more new clients’. All business owners like to see client growth. Unfortunately the answer to that […] 0

Do you have the right mind set to attract and win new clients?

What is trust in an advice relationship? I define trust as the ability the adviser to understand my specific needs, use their best knowledge to deliver reliable outcomes and tell […] 0

3 Must Watch Videos About Trust

There’s change in the air. To some change means loss, to others change means opportunity. I’d suspect though this is going to be a once in a lifetime opportunity for […] 0

RC Change, Choice & The Road Ahead

Most financial advice businesses consider financial performance every month, quarter and year. It can however be worthwhile though to start paying attention to some of your marketing metrics if you’re […] 0

5 Marketing Metrics that Financial Advisers should consider

Guest Blog Post by Nathan Williams Managing Director, Customer Return For many financial advisory firms and groups,  the task of undertaking client research is a ‘special project’ rather than a […] 0

Client research and reviewing your advice and service

Editor's Picks

  • So how different is your business really from your competitors? Surely there are different staff that work in your business, so that’s one difference. What else is different? I ask […] 0

    4 ways to stand-out from the crowd and win new clients

    Posted on 8 November, 2016
    So how different is your business really from your competitors? Surely there are different staff that work in your business, so that’s one difference. What else is different? I ask […]

    Continue Reading

  • Most professional advice businesses and principals at some time or another are asked to help out with charitable causes and many do, seeing it as ‘goodwill’ and ‘the opportunity to […] 1

    A just cause – Cause related marketing

    Posted on 9 August, 2013
    Most professional advice businesses and principals at some time or another are asked to help out with charitable causes and many do, seeing it as ‘goodwill’ and ‘the opportunity to […]

    Continue Reading

  • Can you be an opinion leader? Standing in front of a group of reporters from newspapers, radio and television is a confronting thought for many advisers and executives. Yet for […] 1

    Who wants to be an opinion leader?

    Posted on 13 June, 2013
    Can you be an opinion leader? Standing in front of a group of reporters from newspapers, radio and television is a confronting thought for many advisers and executives. Yet for […]

    Continue Reading

Latest News

  • 4 December, 2019

    Service 7, The E-Book

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  • 28 November, 2019

    How to Create a Pricing Policy

    No Comments
  • 22 November, 2019

    Every Financial Planning Business needs a Pricing Policy

    No Comments
  • 20 September, 2019

    FASEA Code and the New Marketing Frontier

    No Comments
  • 28 August, 2019

    2019 Research: What do they really think about financial planners

    No Comments
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