Business Development and Planning Archive
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Website marketing isn’t set and forget
Posted on 10 April, 2018Once upon a time it was good to put a website address on your stationery. That was website marketing as we knew it. It made you look modern. If people […] -
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Census 2016 – Learn about your marketplace
Posted on 20 July, 2017The Australian Bureau of Statistics has recently released the data of the 2016 Census. Here’s some quick facts the data revealed about Australia: Population: 23,401,892 Females: 50.7%, Males: 49.3% Age […] -
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XY Advisers Outline the Future of Advice
Posted on 11 January, 2017What does the future of advice look like? A part of marketing is to see what markets might look like in the future and ready your business for those eventualities. […] -
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4 ways to stand-out from the crowd and win new clients
Posted on 8 November, 2016So 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 […] -
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5 Marketing Metrics that Financial Advisers should consider
Posted on 25 July, 2016Most 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 […] -
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Graduates can fill the advice gap, as Baby Boomers retire
Posted on 31 May, 2016I recently had the opportunity to speak with Alisdair Barr, Director at Grad Mentor. Grad Mentor is a Specialist Resourcing provider that connects small to medium financial planning principals with […] -
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Robo Advice – Hardly ‘Skynet’… more like DIY
Posted on 30 March, 2016Much is being made about Robo Advice in the financial trade press for financial planners in Australia. Some commentators are almost suggesting it’s going to be a ‘Skynet’ moment, personal […] -
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Insurance advice reimagined – What does a post reform business model look like?
Posted on 12 December, 2015Change is never easy. The relationship between advice providers and product manufacturers has always been an interesting one. Both are dependent on each other yet the reforms are causing a […] -
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Client research and reviewing your advice and service
Posted on 10 February, 2015Guest 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 […] -
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What financial advisers can learn from milk producers
Posted on 14 January, 2015If you were like me, you grew up knowing only one kind of milk. It was called milk – there was no confusion about what you were going to get. […]