Last week I spent a day with some other financial planners and we looked at the changes that are set to occur in our industry here in Australia and how we could position our businesses to be sustainable for the future. A lot of the conversation revolved around pricing and service offerings, and we all…
If you’re like most financial planners, you’re probably looking for new clients for your business. For many planners, the most common sources of new clients are referrals from existing clients or centres of influence such as accountants or lawyers. Did you know that there’s an increasing number of people turning to the internet to find…
Do you have targets for your financial planning business? In this article we’ll examine some of the common targets that financial advisors use to motivate themselves to achieve more. I was at a small gathering of advisers last week and we spent quite a bit of time talking about our businesses and targets for the…
I know of many financial planning groups who are reluctant to allow their advisers to have blogs, Twitter accounts etc, because they’re worried that they won’t be able to control the online conversations. My response to that is that the conversations are already going on, whether you can see them or not. A far better…
Just before I discovered how easy it was to start a blog, I discovered RSS feeds. In this article I’ll explain what an RSS feed is and how you can use one for your financial planning website, and for keeping up to date with things in your industry. What is RSS? RSS is an acronym…
