Get your account ready for the Federal Budget?

With the Federal Budget around the corner, we’ve prepared a few steps to ensure your Advant Plus is up-to-date and you’re ready to send your analysis as soon as it’s published.

1. Log into Advant Plus and check that your logo, contact details and disclaimer in your account appear as you [...]

Integrating video into your practice

Video as a communication medium has the unique ability to create genuine connections, cutting through ‘noise’ while also educating, informing and promoting your business. If you’re not using video in your current marketing, it’s time to make a start. Cisco expected video traffic to make up 82% of all [...]

Millennials: How do you reach them?

What do you think of when you hear the word ‘millennial’? This term, while simply a descriptor for those born between 1980 and 2000, has garnered some negative connotations. And for financial advisors, millennials can be elusive, with the Financial Times reporting that only 6% of 18 – 34 [...]

Lessons learned from lockdown

Who could have predicted how the financial year has ended in 2020?! With our day-to-day lives and businesses dramatically changing as a result of COVID-19, many are glad to see the end.

As we look forward to a new financial year, setting new goals and targets, it’s worth reflecting not [...]

There is ‘no one size fits all’ this EOFY

End of financial year is a little different for 2019-20 and if ever there was ever a time to look at your usual processes and question whether YOU should be doing things a little differently – this is it!

For most financial professionals, EOFY represents a good chance to touch [...]

A little focus can help to deal with the overwhelming…

As we all grapple with the impact of the CIVID19 virus we know that for our clients, as advisers and accountants, this is indeed a challenging time. You will be fielding calls from your anxious clients as well as wondering what this all means for your practices as we [...]

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    Crafting your story to communicate a clear value proposition

Crafting your story to communicate a clear value proposition

It sounds simple – share your story. Take a minute to have a think about how effectively you are letting your clients know what you do and more importantly why you do it?
Restoring trust
The last year has been a trying one for the financial services industry given [...]

Harnessing the power of video

If you’re not using video to market yourself and your business, it’s time to give it a go. In just a couple of years, video traffic is expected to make up 82% of all website traffic (both business and consumer) according to technology company Cisco.i

Facebook executive Nicola Mendelsohn said [...]

What do marketing and client comms look like in 2020?

One thing is for certain, the only constant is change. With the pace of technological advancements and plethora of new products, it’s little surprise that everything that uses technology must also keep pace. This of course includes marketing and client comms.

Over the last decade we have drastically changed the [...]

Leveraging the full capacity of your content

Time is a precious commodity for a small business owner. You’ll therefore be forgiven for not spending as much time as you like on marketing activities such as content generation. In saying that, in this content driven world, you can’t let the ball drop. We’ve put together a few [...]

Targeting your comms with rich client profiles

As an adviser, the more information you have about your clients, the better. You want to know their goals, their interests, what makes them tick, as well as details about their personal finances and their attitudes towards money.

How you store and utilize this information can make a big difference [...]

Coming out of hibernation

Spring cleaning your marketing efforts in five simple steps

The middle of the year was a busy time for the financial services industry, with the Federal Budget, an election and EOFY all in quick succession. As the days shortened and weather cooled, you’ll be forgiven for going into hibernation and [...]