Practice personality: Understanding your brand

In this content driven world, no one, not even financial services professionals, can escape the need to have a firm brand identity. Today we take a detailed look at what that means, so that you and your firm can review your brand from the bottom up and make sure [...]

Mastering your metrics

Using analytics to improve your digital marketing endeavours
With June 30 fast approaching, the coming weeks present a great time to review your digital marketing efforts as you make goals for the new financial year. Some of you may be wanting to increase your company and individual brand recognition, [...]

Social Media Advertising 101 for Advisers and Accountants

We thought we’d take you back to basics in this month’s blog and look at how you can best use social media advertising as a financial services professional. There are a lot of people on social media, and given the vast amounts of information social networks have about their [...]

Advant Plus and Mailchimp integration

Many of you already use Mailchimp to send out your Advant documents because of how easy it is to use and how great it makes your emails look. For those who aren’t already using Mailchimp, we thought we’d use this month’s blog to go through the basics.
What is [...]

Making the most of Advant Plus

2018 was a huge year here at Advant. We not only extended our content offering but we also introduced a number of changes to streamline the user experience.

We often roll out updates incrementally, so today we thought it would be a good idea to review the progress we made [...]

Getting the most out of Facebook’s new algorithm

In 2018, after copping much flack for being increasingly flooded with ads, Mark Zuckerberg announced a landmark change to the Facebook algorithm in support of “meaningful connections”.

Now as a Facebook user this is probably a relief. It means you’ll be exposed to more content that matters to you from [...]

2019: Trust is trending

How to use Social Media to build confidence in your firm.
In Hootsuite’s annual review of the year’s biggest social media trends, rebuilding trust came in as number one for businesses in 2019. This is across all sectors and reflects a general popular shift away from trust in institutions.

Following [...]

Economic update videos – improvements & best practice

In September we were thrilled to launch a trial run of short animated Economic Update videos. Since then, it’s been fantastic to see how many of you are using them to increase your client engagement. It’s also been so heartening to receive your compliments as well as your constructive [...]

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    The age of the small screen: economic update videos are here

The age of the small screen: economic update videos are here

We live in the age of the small screen.

Just at this moment I’m sitting in front of two of them, and a third (my phone) is just inches away. The effect of all these screens is that we are constantly exposed to an abundance of visual information, fighting its [...]

The power of interactive content

The saying ‘content is king’ is truer now than ever before, but exactly what kind of content reigns supreme? Increasingly, it seems, that the more interactive content is, the more power it holds. Today we look at simple ways to up the interactivity of your output as well as [...]

New marketing trends for finance professionals

As we head into the new financial year, it may be time to review your firm’s marketing strategy. Marketing trends change quicker than the weather and if you want to succeed it’s important to have your finger on the buzzer. But in a sea of clickbait listicles it’s hard [...]

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    Federal Budget ahead: a huge opportunity for client engagement

Federal Budget ahead: a huge opportunity for client engagement

For many advisers the Federal Budget is the most important time of year due to the potential impact on your clients’ financial affairs. Understanding its ramifications is imperative to best practice but communicating its effects can sometimes be difficult. At Advant we stay up all night after the Budget [...]