by Allan Ward | Jul 26, 2018 | Business Strategy, Industry Comment, Technology
There’s a lot of talk about robo-advice and the threat it provides to the financial planning industry, not just in Australia, but worldwide. And along with these articles are the comments from planners ranging from “It won’t happen to me” and...
by Allan Ward | Jan 30, 2017 | Business Strategy, Industry Comment, Marketing
Netflix recently released its latest results and says it’s added a record 7.05 million new users in the fourth quarter. 5.12 million of these were from international markets. Part of the growth is due to international expansion, part is from having good content...
by Allan Ward | May 13, 2016 | Business Strategy, Industry Comment, Marketing
Mention the words ‘Robo-advice’ to financial planners today and you’ll get a range of reactions ranging from “It’s a waste of time – computers will never replace what I do” to “Bring it on! This gives me better ways to...
by Allan Ward | Feb 25, 2015 | Business Strategy, Marketing
A long time ago I wrote an article called “Is There A Better Way?”. In it I talked about the need for us to step back and analyse what we do and ask ourselves the question “Is there a better way?”. In a lot of cases, if we think objectively we...
by Allan Ward | Nov 30, 2011 | Business Strategy, Sales Ideas
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...
by Allan Ward | Jul 22, 2009 | Business Strategy
I’ve been preparing some marketing material for work and as part of it I did a competitor analysis. I had a think about who my competitors are in the financial planning industry in Adelaide, and listed out the differences between their businesses and mine. I...