4 Simple Content Ideas For Financial Advisors
Creating your own, original content for your financial planning website is one of the best ways to let your target market know what you’re about and how well you understand their concerns and questions. Yet one of the big problems that financial planners face is what to write about.
Why Financial Planners Should Use FaceApp With Their Clients
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 what I'm talking...
Here’s How Financial Planners Need To Lobby – A Lesson From The Pharmacy Guild
There's a lot of change happening in the financial planning industry here in Australia. Financial Planners are dealing with the Royal Commission recommendations, FASEA changes including the financial advisor exam, uncertainty around business models and valuations,...
Financial Planning Success in 2019
If you'd sat down at the start of last year and made predictions about what would happen in the financial planning industry over 2018, would you have guessed even a fraction of what went on? I don't think anyone would have predicted the impact of the Royal Commission,...
The Great Financial Planner Cull Of 2020
While there's been a lot of attention on FASEA's recent release of their policies and legislative instruments, the focus for many financial planners has been on making sure they complete their higher education by January 2024. However, based on the current FASEA...
Insurance is never a waste of money
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 getting expensive due to their age....
Forget Robo-Advice – This Is How Financial Planners and Technology Can Work Together
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 "people don't want to...
Should I Use My Personal Facebook Profile Or A Business Page For My Financial Planning Business
So you're a financial planner looking to use Facebook to promote your business and generate more prospects. Awesome. But the big question you have is "Do I use my personal Facebook profile, or do I need a business page?" For many people, using their personal profile...
Financial Planning and One Day Cricket – How To Plan for Retirement Using A Cricket Analogy
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 cricket...
Time To Re-Think Life Insurance
I’m constantly questioning things and looking for better, more efficient ways to do things. Lately, I’ve been talking with a number of advisers about the life insurance industry - particularly the products - and the lack of innovation in this area. When you look at...