Communications & Marketing

Communications & Marketing Articles

How advisers can obtain genuine client feedback

SIMON RUSSELL | Comments | FRIDAY, 7 MAY 2021

While most would agree that getting good client feedback is desirable, it can be difficult for a financial adviser to know what their clients actually think. Clients could feel uncomfortable giving direct ... ... Read more

Selling an advice practice

SCOTT BREWSTER | Comments | THURSDAY, 11 JUN 2020

Due to tighter compliance requirements and changing personal priorities, many financial advisers are beginning to think of selling their practice. However, selling a practice is not like listing a products ... ... Read more

How advisers can improve client engagement

SCOTT BREWSTER | Comments | THURSDAY, 16 APR 2020

According to Business Health's Catscan survey data, 25,000 clients in Australia rated the review service delivered by advisers as the worst-performing area from the perspective of client satisfaction. ... Read more

Using anchoring in negotiations

SIMON RUSSELL | Comments | WEDNESDAY, 25 MAR 2020

Financial advice marketing

ADAM BENSON | Comments | FRIDAY, 21 FEB 2020

Over the last 30 years, Recognition PR has worked with dozens of different professional services firms, including those in the financial advice arena. Almost without fail, these organisations are mid-tier ... ... Read more

Media evolution means adjusting communication, not complete change

CLAUDIA PRITCHITT , LEEANNE BLAND | Comments | FRIDAY, 7 SEP 2018

In the past decade, the media serving financial services has changed almost as much as the financial services industry itself. Financial services changes have been regulatory as well as technology driven ... ... Read more

Midwinter 2016 Digital and Social Media Survey

NAOMI CHRISTOPHER , JENNY PEARSE | Comments | FRIDAY, 24 MAR 2017

The rapid evolution of digital, mobile and social technology has propelled the financial advice industry into an era of transformative agility and adaptability. Australian financial planning businesses ... ... Read more

Insurance product replacement advice - a case in point

TREVOR HARRIS | Comments | THURSDAY, 11 DEC 2014

This court case is something all risk writers and financial planners should acquaint themselves with. The human story behind the case also appeared on the ABC program 'Four Corners' on 5th May ... ... Read more

Financial advice - Australian consumers have their say

NEIL O'GRADY , ADELINA LALIC | Comments | THURSDAY, 11 DEC 2014

The main reason why consumers have not engaged with financial planners is a lack of understanding and appreciation of the true benefits of financial planning. Consumers are not aware of the full range ... ... Read more

Life insurance snapshot: 10 industry trends shaping the landscape

DARREN STEVENS | Comments | THURSDAY, 11 DEC 2014

While the life insurance industry continues to experience growth, there is an inherent fragility in a sector being weighed down by its legacy business. A complex web of antiquated technology systems ... Read more

What is on the horizon for life insurance in super?

MARTIN BRECKON | Comments | THURSDAY, 11 DEC 2014

In a post FoFA world, the philosophy of best interest duties has become a part of doing business. though we can make a recommendation to hold life insurance cover in super, what really matters is the ... ... Read more

Marketing - Smarter not Harder, Proactively not Reactively

SAM AYLETT | Comments | SATURDAY, 10 JAN 2009

Sam Aylett tells us how to market smarter not harder and proactively not reactively. He details how the AXA Financial Advising Network has developed tools to help their advisers. AXA based advisers are ... ... Read more

Building a brand the strategic way

TIM BROWNE | Comments | TUESDAY, 1 JAN 2008

Running a successful business and managing the growth of personal wealth is not easy. This paper looks at some of the challenges faced by new business owners when they purchased an older life insurance ... ... Read more

Latest News


ASIC prepares advisers for DDO KARREN VERGARA \| 12:32PM ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5.	William Buck merges with sixth firm KARREN VERGARA A Melbourne-based advisory firm has merged with William Buck as the latter continues its aggressive expansion strategy.

DDO nil-reporting rule scrapped KARREN VERGARA In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule.	Advisers embrace technology, lack budget KARREN VERGARA Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds.

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No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

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Jason Andriessen Consulting Partner Admin Special Accounts	Warwick Gribble National Manager - Advice Relationships Aware Super	Emma Johnsen Senior Associate Marque Lawyers	John Dyall Head of Investment Research Rainmaker Information
Lean on me: Rethinking the value of advice	We're in the money: Empowering the next generation through advice	Finfluencers, financial influencers: ASIC is watching your stories	Portfolios hide volcanoes of volatility
A sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us.	Australia's superannuation sector has recently topped $3.3 trillion in funds under management. But there's an even bigger game in town; one that ...	Aspiring influencers are spruiking their tips for financial success across YouTube, Twitter, Instagram, Reddit and in particular FinTok, the corner of ...	Jargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with ...
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Communications & Marketing Articles

Communications & Marketing Articles

Latest News

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More from FS Advice

Cover Story

Expert Feed

Lean on me: Rethinking the value of advice

We're in the money: Empowering the next generation through advice

Finfluencers, financial influencers: ASIC is watching your stories

Portfolios hide volcanoes of volatility

Industry Events

Your Opinion

Have you felt equipped to respond to client enquiries relating to bitcoin or other digital assets?