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 | 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 | Jun 15, 2018 | Marketing, Social Media
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...
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 | Feb 26, 2018 | Industry Comment, Technology
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...
