Tech tips from Adviser Innovation Summit 2017

‘It’s no longer a matter of man versus machine, but rather man with machine versus man without machine.’

Netwealth CEO Matt Heine, speaking at the the Adviser Innovation’s Melbourne Summit, has just returned from a fact-finding mission to Silicon Valley, San Francisco.  His findings?  Although the possibilities afforded to advisers [...]

Tips for writing a catchy email subject line

Wondering why your email open rate is suffering? It could be because of the subject line you’ve chosen. Whether you’re sending your regular Advant newsletter, or a special promotion you really want your clients to pay attention to, the subject line is your first (and sometimes only) chance to catch [...]

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    How to show future clients you’re an expert – before you’ve even met

How to show future clients you’re an expert – before you’ve even met

Ever wish you could just say to a client, “trust me, I know what I’m talking about”? Or perhaps you wish there was a way to show your clients that you’re on top of the latest economic/policy developments and new products. There’s a way to do both of those [...]

Are you using Advant Plus to its full potential?

Ok all of you Advant Plus users – ‘fes up’..are you just using the default newsletter we create for you once a month?

If that is the case, we understand why. It’s easy to just grab the HTML link we send to you, cut and paste it into an email [...]

Content Curation vs Content Creation

Should you share other people’s content, or create your own?

The problem
At Advant, a big part of our reason for being is that advisers and practice managers don’t have the time to create original content to the writing, design and compliance standards they want. We get it: writing a [...]

Listening to you – Advant Plus survey results

Thanks for your feedback!
Your input and suggestions are greatly appreciated and we’ll use your feedback to continue to improve the system and our service to you.

Things we learnt from the December survey:

You don’t have a lot of time to spend on client comms and LOVE the ease [...]

What does it mean to ‘be an opportunity-maker’?

I have to admit, when I first heard the phrase ‘opportunity-maker’, I thought of politicians talking about businesses ‘creating jobs’. And sure, the stats suggest that small businesses employ the most Aussies (compared to medium and big business). Looking up the actual numbers, there are nearly 30,000 small business [...]

3 ways to set up your marketing for success in 2017

The start of the calendar year is as good a time as any to take a fresh look at your approach to marketing your practice. After all, you’ve (hopefully) just had a relaxing break with family and friends that’s allowed you to chill out and get some perspective on [...]

How your social media influences your website’s success

Have you been managing your social media profiles and your website as though they’re two completely separate entities, with no interaction? Do your profiles and your site look so different, they may as well be for two different businesses? Then it’s time to rethink your approach.

Your social media profiles, [...]

Where do you get your best work done?

Last weekend, I was cleaning out my bag when a pile of paper notes fell out next to the assorted receipts and mystery crumbs. They were covered in notes and doodles, some of which I couldn’t make heads or tails of, even though they were in my handwriting. One [...]