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Meta data is good for making your website rank higher on search engines
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 [...]

16
Oct
Free Covid 19 Financial Fact Sheet
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 [...]

24
Mar
RC Talking points
RC talking points for independent and non-aligned financial planners

It takes 20 years to build a reputation and five minutes to ruin it. If [...]

27
Apr
technology and cutomer service ideas for financial planners
Automation Versus Client Service – Get the Balancing Act Right

Now more than ever financial planning, accounting and other professional service providers are looking at [...]

2 Comments

21
Mar
marketing to financial planning graduates
Graduates can fill the advice gap, as Baby Boomers retire

I recently had the opportunity to speak with Alisdair Barr, Director at Grad Mentor. Grad [...]

31
May
Robo Advice and what it means for financial planners
Robo Advice – Hardly ‘Skynet’… more like DIY

Much is being made about Robo Advice in the financial trade press for financial planners [...]

1 Comment

30
Mar
client surveys for financial planners
Client research and reviewing your advice and service

Guest Blog Post by Nathan Williams Managing Director, Customer Return For many financial advisory firms [...]

10
Feb
Don’t follow the flying kangaroo with your own customer service
27 February, 2014

I recently had a concern with Qantas following a flight from Melbourne to Sydney and thought I [...]

2 Comments

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    • Home
    • Marketing Services
      • Brand & Reputation
      • Marketing Plans and VP’s
      • New Client Development
      • Customer Service
      • Service Design
      • Marketing Implementation
    • Service 7 – The Book
      • Service 7 – Print edition
      • Service 7 – Ebook edition
    • Marketing Workshops
    • About
    • Blog
      • Business Planning and Development
      • Service Design and Delivery
      • Reputation Management
      • Customer Service
      • Book Reviews
    • Network
    • Contact us