How financial planners can build their brand

financial planners reputation management

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has left financial planning with a tarnished image. The report has highlighted conflicts of interest and called for greater professionalism in the industry. In the wake of the report, consumer trust in the industry has suffered. This presents a huge challenge to the industry. But it’s also an opportunity for firms…

Read More

5 financial advisor marketing ideas that work


The financial planning industry has traditionally depended on referrals to generate new clients and drive business. However, investors today are increasingly turning to the internet to make their investment decisions. While referrals should still be a part of your marketing strategies as a financial advisor, online marketing can help you develop strong relationships with both current and prospective clients. When done right, online marketing…

Read More

Five common social media mistakes and how to avoid them

social media marketing

Social media may have been dismissed as a teen fad a decade ago, but nobody can afford to dismiss it in 2018. With over 2 billion users of social media worldwide, social media marketing is an excellent way to promote your professional business. If used correctly, it can significantly increase the influence exerted by your law firm or accountancy practice, helping you find prospects…

Read More