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


iFactFind launches KARREN VERGARA The new cloud-based fact-find solution that aims to provide a more dynamic financial advice process has launched.	FPA to manage $1.5m scholarship mandate KARREN VERGARA The federal minister for women has awarded the Financial Planning Association of Australia a mandate to deliver $1.5 million worth of scholarships.

Licensee to acquire Sentry Group KARREN VERGARA An ASX-listed financial services firm will acquire Sentry Group for $7 million and add 155 authorised representatives to its books.	Advisers win annual renew law relief KARREN VERGARA The federal government will introduce a carve out to help financial advisers to meet their ongoing fee disclosure obligations.

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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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Judith Beck Author Admin Special Accounts	Simon Gvalda Senior Recruitment Consultant Kaizen Recruitment Pty Limited	Sarah Penn Director Mayflower Consulting Pty Ltd	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers
Why women lack mentors	Who owns the clients in an advice business?	Don't follow the pack on TMDs	Best political speech in two years
Do you want to know why men are elevated to the top jobs in higher numbers than women? Do you think it is because women are discriminated against? You ...	One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...	Learn why the safety in numbers approach won't help you reach the October 5 deadline for workable target market determinations It's not said out loud ...	In the debate on the Hayne Royal Commission Response Bill 2020 (on annual renewal) in the Senate on 25 February 2021, there was one speech that stood ...
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Communications & Marketing Articles

Communications & Marketing Articles

Latest News

Videos

Get it Weekly

Cover Story

Expert Feed

Why women lack mentors

Who owns the clients in an advice business?

Don't follow the pack on TMDs

Best political speech in two years

Industry Events

Your Opinion

I am looking to switch licensees within the next year.