Thursday, February 27, 2020

Tag: Generating Leads

Case Study – Advising Gen X and Y

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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...

Case Study – Social Advice

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Igor and Sacha Loutkovsky have always approached advice a little differently, operating a business model that means they rarely ever meet their clients in...

Case Study – Building a New Risk Advice Practice

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In this practice development case study, new risk specialist adviser, Tatiana Coulter, shares how she started her practice from scratch. She talks about the...

Case Study – Social Media in an Advice Business

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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...

Case Study – Building Successful Referral Partnerships: The One-on-One Relationship

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This practice management case study looks at one practice's approach to developing successful accountant-adviser referral relationships, the 'One-on-One Relationship' model. This approach involves building...

Case Study – Building Referral Partnerships: The Ownership Model

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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...

Insurance How To – Positioning Client Reviews

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This Insurance How To provides very useful tips to help advisers highlight the importance of ongoing communication between themselves and their clients. It also...