by Allan Ward | May 13, 2016 | Industry Comment, Podcast, Technology
Podcast: Play in new window | DownloadIn today’s episode of the Advisor Marketing Club Podcast we look at robo-advice and financial advisors. There’s a lot of discussion around robo-advice in our industry and many people have written it off as nothing to...
by Allan Ward | Apr 29, 2016 | Marketing, Web Design
Have you ever thought about how easy (or difficult) it may be for clients to find your business? I had an experience today that reminded me of the importance of making sure people can find you. I need new glasses. Now that I’ve reached the ripe old age of 47...
by Allan Ward | Feb 11, 2016 | Marketing
What do coffee mugs and financial planning have in common? In this short video I talk about my favourite coffee mug and why your financial planning business needs to be like my coffee mug, not the other Ikea one! Coffee mugs and financial planning? What is...
by Allan Ward | Dec 23, 2015 | Industry Comment, Web Design
The financial planning industry here in Australia has been through a lot of change over the past year. We’ve had the changes to opt-in, various reviews and ideas for reform around life insurance, discussions around education requirements and a lot of talk about...
by Allan Ward | Dec 20, 2015 | Podcast
Podcast: Play in new window | DownloadAdvisor Marketing Club Podcast Episode 3 – Video, Content Marketing and Value In today’s podcast we talk about how easy it is to get started making videos for your financial planning website. If you have a smartphone...
