Tag Archives | Marketing

Case Study – Advising Gen X and Y

This case study provides tips on how to engage with Gen X and Y clients. 2013 AFA Rising Star, Matt Hale, and his clients Jen and Glenn talk about the things that matter most to younger advice consumers. At a glance Submitted by: Matt Hale Age: 27 Business name: Rising Tide Licensee: Apogee Clients: Jen and Glenn […]

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Case Study – Building a New Risk Advice Practice

In this practice development case study, new risk specialist adviser, Tatiana Coulter, shares how she started her practice from scratch. She talks about the marketing and lead generation strategies she employed to grow her client base, and offers tips for other advisers starting out in their own businesses. At a glance Submitted by: Tatiana Coulter […]

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Case Study – Social Media in an Advice Business

Two-time AFA Adviser of the Year finalist, Nick Sinclair, has successfully integrated a range of social media channels into his business marketing strategy. Nick shares the challenges he faced as a ‘social sceptic’ and how, using channels like Twitter and Facebook, he has transformed his Wealthfarm business. At a glance Provided by: Nick Sinclair Business […]

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Case Study – Building Referral Partnerships: The Ownership Model

This practice management case study looks at one practice’s approach to developing successful accountant-adviser referral relationships, the ‘Ownership’ model. This approach involves buying an accounting practice and merging the two businesses. At a Glance Submitted by: Steve Salvia Business: Managing Director of Southern Financial Strategies (SFS) Referral approach: Ownership model In detail Steve Salvia, Managing Director of Southern […]

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