Identifying the gaps: Where financial adviser marketing efforts miss the mark

In the competitive world of providing financial advice, effective marketing can be the dividing line between a flourishing business and one that struggles to attract and retain clients. Despite best efforts, many financial advisers find their marketing strategies failing to deliver expected results. Here’s a look at the crucial areas that could be falling short […]

Happy with your hybrid planning model?

Ever since the pandemic, there has been a lot of talk about hybrid planning models, and the truth is that they probably mean different things to different advisers. So, here’s my tuppence worth on them… To my mind, a hybrid planning model is one where the best traditional financial planning practices are supplemented by a […]

Should you put details of your fees and charges on your website?

This could be the single question I’m most frequently asked… Of course, I’m not talking about what you are required to show on your website in relation to commissions received, as outlined by the Central Bank. Let’s be honest, the information provided is often “as clear as mud” and raises as many questions as it […]

Getting help to communicate with existing clients and prospects

Maybe about once every year or two, we include an article in our newsletter that’s a bit of a sales pitch. This is one of those rare occasions! But it’s not without merit as it relates to a significant and important challenge for many financial advice firms, and that is staying in touch with existing […]

Are you currently trying to recruit financial advisers?

If you are, I feel your pain… This is a really live issue for so many of you out there, and is proving a very difficult nut to crack. Your business has been growing strongly in recent years and there are now lots more clients that require an excellent service from you every year – […]

Get active in your partnerships

Developing a strong partnership with a professional introducer requires skill, patience and most of all – a lot of proactive effort. Yes, some relationships with the likes of accountants begin with a couple of clients being introduced to you, but this usually peters out if that ongoing commitment to keeping the partnership alive quietly falls […]