Customer Service Archive
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![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 […]](https://www.amweek.com.au/wp-content/uploads/2020/10/Meta-data-200x110.jpg "Why your website meta data might be stopping new clients finding you")
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Why your website meta data might be stopping new clients finding you
Posted on 16 October, 2020Amongst 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 […] -
![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 […]](https://www.amweek.com.au/wp-content/uploads/2020/03/Covid-19-Fact-Sheet-200x110.jpg "Free Factsheet Template – Help with the Covid 19 Crisis")
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Free Factsheet Template – Help with the Covid 19 Crisis
Posted on 24 March, 2020Dear 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 […] -
![It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently. – Warren Buffet The Royal Commission (RC) […]](https://www.amweek.com.au/wp-content/uploads/2018/04/Talking-points-200x110.jpg "RC talking points for independent and non-aligned financial planners")
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RC talking points for independent and non-aligned financial planners
Posted on 27 April, 2018It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently. – Warren Buffet The Royal Commission (RC) […] -
![Now more than ever financial planning, accounting and other professional service providers are looking at ways they can automate their processes for efficiency. It’s important to remember though that as […]](https://www.amweek.com.au/wp-content/uploads/2017/03/Tablet-and-person-200x110.jpg "Automation Versus Client Service – Get the Balancing Act Right")
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Automation Versus Client Service – Get the Balancing Act Right
Posted on 21 March, 2017Now more than ever financial planning, accounting and other professional service providers are looking at ways they can automate their processes for efficiency. It’s important to remember though that as […] -
![I 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 […]](https://www.amweek.com.au/wp-content/uploads/2016/05/Graduates-can-help-fill-the-advice-gap-200x110.jpg "Graduates can fill the advice gap, as Baby Boomers retire")
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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 […] -
![Much 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 […]](https://www.amweek.com.au/wp-content/uploads/2016/03/306288390_641ddcde02-200x110.jpg "Robo Advice – Hardly ‘Skynet’… more like DIY")
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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 […] -
![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 […]](https://www.amweek.com.au/wp-content/uploads/2015/02/Office-200x110.jpg "Client research and reviewing your advice and service")
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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 […] -
![I recently had a concern with Qantas following a flight from Melbourne to Sydney and thought I would share my thoughts through their website. I decided to visit their website instead of […]](https://www.amweek.com.au/wp-content/uploads/2014/02/customer-service-200x110.jpg "Don’t follow the flying kangaroo with your own customer service")
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Don’t follow the flying kangaroo with your own customer service
Posted on 27 February, 2014I recently had a concern with Qantas following a flight from Melbourne to Sydney and thought I would share my thoughts through their website. I decided to visit their website instead of […]