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  • A client recently told me that the value of the advice he gives is all about filling in the knowledge gaps for his clients: ‘You don’t know what you don’t […]
    How can a marketing agency help build a stronger financial planning business?

    A client recently told me that the value of the advice he gives is all about filling in the knowledge gaps for his clients: ‘You don’t know what you don’t […]

  • 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 […]

  • Amongst savvy marketing and web design folks, meta data means a lot. Yet to many in the advice professions – the people who deal with data every day, meta data […]
    Why your website meta data might be stopping new clients finding you

    Amongst savvy marketing and web design folks, meta data means a lot. Yet to many in the advice professions – the people who deal with data every day, meta data […]

  • Marketing is everything involved in interacting with a client from the first time they learn about you to servicing the relationship a decade later and beyond. The mood of our […]
    5 ways Covid-19 will impact financial planning marketing

    Marketing is everything involved in interacting with a client from the first time they learn about you to servicing the relationship a decade later and beyond. The mood of our […]

  • Dear AM WEEK Blog Readers, Late last week Amanda Pond of Puddle 2 Pond Financial gave a shout out on The Advice Movement facebook page for a fact sheet on help […]
    Free Factsheet Template – Help with the Covid 19 Crisis

    Dear AM WEEK Blog Readers, Late last week Amanda Pond of Puddle 2 Pond Financial gave a shout out on The Advice Movement facebook page for a fact sheet on help […]

  • Dear AM WEEK Blog Readers, Given recent events, I’ve made the decision to write a free email template that you can tailor for use with your own clients. There’s a […]
    Free email template – Current events

    Dear AM WEEK Blog Readers, Given recent events, I’ve made the decision to write a free email template that you can tailor for use with your own clients. There’s a […]

Featured Posts

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?

Amongst savvy marketing and web design folks, meta data means a lot. Yet to many in the advice professions – the people who deal with data every day, meta data […] 0

Why your website meta data might be stopping new clients finding you

Dear AM WEEK Blog Readers, Late last week Amanda Pond of Puddle 2 Pond Financial gave a shout out on The Advice Movement facebook page for a fact sheet on help […] 0

Free Factsheet Template – Help with the Covid 19 Crisis

Dear AM WEEK Blog Readers, Given recent events, I’ve made the decision to write a free email template that you can tailor for use with your own clients. There’s a […] 0

Free email template – Current events

Starting late last year and continuing into 2020 I’ve had many conversations with financial planning businesses about their advice and service propositions as a result of the FASEA code of […] 0

FASEA responds to 3 tricky advice & service situations

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

Editor's Picks

  • Marketing is everything involved in interacting with a client from the first time they learn about you to servicing the relationship a decade later and beyond. The mood of our […] 0

    5 ways Covid-19 will impact financial planning marketing

    Posted on 7 May, 2020
    Marketing is everything involved in interacting with a client from the first time they learn about you to servicing the relationship a decade later and beyond. The mood of our […]

    Continue Reading

  • 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

  • 20 April, 2021

    How can a marketing agency help build a stronger financial planning business?

    No Comments
  • 12 March, 2021

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

    No Comments
  • 16 October, 2020

    Why your website meta data might be stopping new clients finding you

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  • 7 May, 2020

    5 ways Covid-19 will impact financial planning marketing

    No Comments
  • 24 March, 2020

    Free Factsheet Template – Help with the Covid 19 Crisis

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