by Allan Ward | Jul 21, 2019 | Marketing, Sales Ideas
Last week it seemed like FaceApp came from nowhere and took over our social media feeds. I saw a few photos first on Twitter, then Facebook and it seems like so many many were trying out the ‘age’ feature on the app. For those who don’t have a clue...
by Allan Ward | Oct 11, 2018 | Industry Comment, Sales Ideas
I speak with a lot of financial planners and one recurring theme I’m hearing at the moment is how clients are reacting to premium increases. For many, it’s because they’re getting older – in their 50’s and 60’s and the premiums are...
by Allan Ward | Apr 17, 2018 | Marketing, Sales Ideas
Most financial planners I know struggle to explain retirement planning concepts to their clients. But there’s an easy way to do it and it involves the game of cricket. Intrigued? Read on. This past summer I went to a few BBL cricket games (sorry to all the...
by Allan Ward | Jul 28, 2015 | Marketing, Sales Ideas
The Problem Pt 1 A few years ago a friend of mine asked me to refer her to someone who could help her with her superannuation. At the time I wasn’t working as an advisor, but was in the management side of the financial planning industry. She told me they already...
by Allan Ward | Jun 16, 2015 | Email Marketing, Marketing, Podcast, Sales Ideas, Web Design
Podcast: Play in new window | DownloadWelcome to the first episode of the Advisor Marketing Podcast – your source of information for all things relating to financial advisor marketing. In today’s episode we talk about your financial advice website. You do...
by Allan Ward | Jul 29, 2013 | Sales Ideas
One of the things I find tough as a financial advisor is listening. It’s not that I’m not a good listener, it’s just that I tend to talk too much in my interviews and not listen enough. I’ve been on those sales courses that tell me I should...