by Allan Ward | Mar 22, 2011 | Marketing
If you’re like most financial planners, you’re probably looking for new clients for your business. For many planners, the most common sources of new clients are referrals from existing clients or centres of influence such as accountants or lawyers. Did you...
by Allan Ward | Dec 9, 2010 | Marketing
I know of many financial planning groups who are reluctant to allow their advisers to have blogs, Twitter accounts etc, because they’re worried that they won’t be able to control the online conversations. My response to that is that the conversations are already going...
by Allan Ward | Nov 23, 2010 | Marketing
Just before I discovered how easy it was to start a blog, I discovered RSS feeds. In this article I’ll explain what an RSS feed is and how you can use one for your financial planning website, and for keeping up to date with things in your industry. What is RSS?...
by Allan Ward | Oct 12, 2010 | Marketing
So, you have your financial planning website all ready. It looks great, you’ve spent hours on the content and the design and you’re very proud of it. And you launch it. And for a few days, it gets a bit of traffic – mainly because you’ve sent...
by Allan Ward | Oct 8, 2010 | Marketing
I’ve been looking over a few financial planner’s websites over the past couple of weeks. Some were very basic sites that had been set up a while ago and never updated. Others looked great – lots of nice pictures and animation, but didn’t say...
by Allan Ward | Jul 16, 2009 | Marketing
I’ve mentioned before how I work in the financial planning industry. I own a financial planning business, and also do some business coaching with financial planning businesses and other service businesses. I’ve been a fan of Don Connelly for a...
