Blog Articles – Social Media
5 Apps that help me work more efficiently
Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’ve zoned in on 5 apps that I use very regularly, in some cases many times each day. App 1: ChatGPT Of course, I could give all 5 Apps [...]
Are you ready for that big media interview?
For many financial advisers, this is the great break that they’ve been looking for and they can’t wait to get stuck into the opportunity of waxing lyrically about one of their favourite topics. For others, securing a media interview is a prelude to a couple of sleepless nights as [...]
6 Apps I’m working with nearly every day
Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’ve zoned in on 6 apps that I use very regularly, in some cases many times each day. I've ignored meeting apps such as Zoom or MS Teams as [...]
6 Apps that make my working life much easier
Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’ve zoned in on 6 apps that I use very regularly, in some cases many times each day. I've ignored meeting apps such as Zoom or MS Teams as [...]
Apps that I’m using more and more
Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’ve steered clear of any financial apps and have focused on apps (desktop and/or phone) that make my working life easier. I'm finding that the more I use them, [...]
6 great apps that make my life easier
Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’m mentioning 6 apps that I use regularly and that make my work / financial life a little easier to manage. I've mentioned some of these before - the [...]
Bowl your clients over with your content
One of the main marketing challenges faced by many of the financial advice businesses that I meet, is around the production of good quality content that will really help them engage their clients. Here are a few thoughts to help you overcome this challenge. Be Organised & Committed The [...]
6 “no no’s” on LinkedIn
I’m a big fan of LinkedIn and have been for the last decade. While some people (too quickly) dismiss it as just another route for recruiters to target your staff, I believe it offers significant benefits to financial planners in building and engaging a valuable network. However it’s not [...]
Is LinkedIn worth the trouble?
For those looking for the shortened version – the answer is a resounding YES! In fact LinkedIn is really not optional for financial advisers any more, as the opportunity cost of not using it is simply too great to ignore now. You must have a presence on it and [...]
3 apps and 3 phone actions that will save you hours every month
Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’m taking a slightly different route… I’m only going to highlight 3 apps that I use pretty much every day, however they each save me hours of work over [...]
Are you punching your weight on social media?
Most Financial Brokers today are using social media to some extent. Some are using it very effectively and view it as a core part of their marketing mix, others see it as a bit of a necessary evil and grudgingly engage with it to a much lesser degree. At [...]
8 great apps I use nearly every day
Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’m mentioning 8 apps that I use regularly and that make my work / financial life a little easier to manage. In the list, there are 2 apps in [...]