In marketing, everything is about connection. In financial advice, aside from your face-to-face relationship with your client, your website is the next optimal place for you to connect and engage. It’s where your future clients and existing clients learn more about who you are and what you do to build a connection with them. Your…
Financial advisers, are you ready to join the video trend but not sure where to begin? Prepare yourself for a new journey into creating video for your clients. We’ve outlined five simple steps on how to produce video as part of your content strategy; it’s time to begin. 1. What’s the purpose of the video?…
Discover the 4 digital marketing trends for Financial Advisers in 2021. Digital innovations are shaping the financial sector. Don’t get left behind.
If you have something to say then writing a blog is the perfect way to get your message out. In this article, we share with you the right elements your blog needs in order to build engagement.
Are you in charge of the marketing strategy in your financial advice business? You’ll need a roadmap. But first, you need to pause, reflect and reset.
According to LinkedIn, there are 10,000,000+ registered users in Australia, with around 5,500,000 active monthly users.1 These are big numbers and indicate the growing role LinkedIn plays in our professional life. Let me explain how to get the basics right. During the current crisis, internet traffic has surged all around the world so it’s important…
You’re a financial adviser, no-one told you that as part of your business and marketing plan you would need to be creating content that builds relationships and helps you to grow your community. Given the intensity of the industry right now, I’ve provided a process to help you. One of the most challenging components in…
Are you in survival mode or are you maintaining an infinite mindset! As a small business owner for many, many years and as a Business and Marketing Consultant, I’ve been a big fan of Simon Sinek for a long time. His ‘Start with Why’ book has been on my bookshelf for as long as I…
The media is in a frenzy at the moment. You and your client’s are feeling a range of emotions. We are witnessing great moments from selflessness and empowerment to the absolute ridiculous and shame on how humans can behave. The challenge in these moments is, do you turn away from the white noise and put…
5 Ways Financial Planning Clients Find You By Donna Klajman. It’s important to know how to make sure that clients who are looking for Financial Planning services that you offer know about you and can find you. You’re in business so it’s important to know how Financial Planning clients find you because that will influence…