Category | Practice Marketing

Change Phone Techniques to Reach More Clients

Financial advisers should book times to phone clients and not expect they will take a call despite being in an advice relationship, according to a marketing expert speaking at the 2017 MDRT Annual Meeting…

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· June 21, 2017 in Practice Management, Practice Marketing, Soft Skills  

Top Tips on How to Segment Your Database and Keep the Clients You Want

Respected risk-focussed WA adviser, Mark Rando, has shared his top tips with his peers on determining which clients an advice business should focus on retaining and how they can achieve it…

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· June 14, 2017 in Conferences and Events, General, Practice Management, Practice Marketing  

Seek Referrals From Clients Who ‘Love You’

Advisers should be specific about what type of new clients they are seeking when asking existing clients for referrals and should focus on those who have already provided a referral, according to the head of a Melbourne boutique advice business…

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· June 14, 2017 in Associations, Conferences and Events, Practice Marketing  

Advisers Failing to Engage Top Clients

Financial advisers are failing to communicate properly with their leading clients with research conducted by consultancy group Business Health finding contact has fallen away in the past two years. (more…)

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1 · April 28, 2017 in General, Practice Marketing, Services  

MLC Appoints Client Retention Managers

MLC Life Insurance will provide assistance to advisers in pro-actively retaining clients after announcing the introduction of specialised managers within its Retail Advised insurance division. (more…)

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0 · April 27, 2017 in Appointments, Company News, Practice Marketing, Services  

Time Running Out for Limited Advice Model

Financial advisers offering a single strand of services and who are reliant on collecting ongoing passive income are likely to lose their place as a trusted adviser, a new whitepaper from a non-aligned licensee has claimed. (more…)

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4 · April 27, 2017 in Dealer Groups, General, Practice Marketing, Services  

FPA Aims to Pitch Advice to Wider Market

The Financial Planning Association will aim to boost the profile of financial advice through a targeted two-month advertising campaign which will focus on the benefits of advice provide by a Certified Financial Planner (CFP). (more…)

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1 · April 25, 2017 in Associations, General, Practice Marketing  

Online Client Book Matching Service Launched

A new online marketplace has been launched allowing financial advisers to buy and sell books of business – including life insurance – without the need to engage business brokers in the search for interested parties. (more…)

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0 · April 21, 2017 in Practice Marketing, Services  

Exit Strategies Clouded by LIF Changes

Advisers looking to exit their business in the next few years have seen their strategies placed in jeopardy, despite receiving a clearer picture around life insurance remuneration arrangements and professional standards requirements. (more…)

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3 · April 18, 2017 in Practice Marketing, Services  

Advisers Can Benefit From Online Ratings

Financial advisers can push back against rating sites by developing their own online presence and asking clients and peers to provide feedback about the quality of services offered, a financial advice marketing specialist has claimed. (more…)

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0 · March 21, 2017 in General, Practice Marketing, Services