financial advice clients support


	public Content for consumers This area is the material sourced publicly (NOT created by Strictly Business) which is useful for customers. Full credit should be given at all times to original sources and authors. Why you need a Will: what you need to know Convincing young clients to save earlier A Guide to EPA's A Guide to Wills KiwiSavers told to trust the advice they're getting 11 tips to avoid joining the $2 trillion in consumer debt 6 biggest life insurance mistakes Kiwis make What is the real cost of that "free" seminar? Getting Advice QROPS (UK Pensions) in New Zealand 9 Financial Concepts Every Adult Should Know An idiots guide to bond funds Baby Steps To Your Financial Freedom Smartphone apps smooth out finances Where Money Really Comes From Serious illness can trigger financial misery Be cautious with credit card travel insurance 10 Reasons Youre Not A Millionaire Fine wine as an investment Everyone should have a financial adviser Compound Returns: The Rule of 72 How to Choose the Right Financial Planner Annual Disaster Statistical Review 2011 No excuses for not saving or acting your wage Statement of investor rights Should Financial Planning Be Part of Your Wedding Preparation The Real Point Of Financial Planning CHART: House Valuations globally Helping Clients Manage Overspending Consumers Overestimate Cost Insurance.pdf Financial Plan Checklist.pdf What is financial planning?.pdf 31 Days of Income Protection.pdf NZ Cost of Living.pdf Guarding your income.pdf Are planners worth the fees they charge.pdf Confidence comes from sound advice.pdf How to become financially independent.pdf How to spot an investment scam.pdf Kiwisaver: Are you getting the right advice.pdf Questions to ask your financial adviser.pdf

Content for Adviser' Clients

One of the services that is provided by Strictly Business is the creation of content for New Zealand financial advisers to use with their clients.

We create content which advisers and institutions can then use "as is" or personalise or corporatise as you wish.

There are two parts to this section:

The first is publicly available resources that are handy for advisers to use with their own customers. This material is not created by Strictly Business, but curated from other public sources, and is in the public domain. Credit should be given to original sources when using this material.

The second area is a Subscriber area for those who want to use the customer-focused content that Strictly Business creates. This is typically one page articles for newsletter and e-zine content, or lead generation and campaign letters for you to send to your clients.

As a Subscriber you can access this area anytime, and use as many articles as you wish. New content is added each month.

Discounts apply for business entities and groups, and we welcome any enquiries.

Client Content

The Adviser Client Content page is a resource area for Subscribers. To learn more about it click on the video above. To enquire about becoming a Subscriber contact us

Below is a hidden section of content containing more than 50 articles for advisers to use with their own client communications is accessible via secure login only. All other resources on the site are complementary.

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Content for Adviser' Clients

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Client Content


	Content for Adviser' Clients One of the services that is provided by Strictly Business is the creation of content for New Zealand financial advisers to use with their clients. We create content which advisers and institutions can then use "as is" or personalise or corporatise as you wish. There are two parts to this section: The first is publicly available resources that are handy for advisers to use with their own customers. This material is not created by Strictly Business, but curated from other public sources, and is in the public domain. Credit should be given to original sources when using this material. The second area is a Subscriber area for those who want to use the customer-focused content that Strictly Business creates. This is typically one page articles for newsletter and e-zine content, or lead generation and campaign letters for you to send to your clients. As a Subscriber you can access this area anytime, and use as many articles as you wish. New content is added each month. Discounts apply for business entities and groups, and we welcome any enquiries.


	Client Content The Adviser Client Content page is a resource area for Subscribers. To learn more about it click on the video above. To enquire about becoming a Subscriber contact us Below is a hidden section of content containing more than 50 articles for advisers to use with their own client communications is accessible via secure login only. All other resources on the site are complementary.


	Coaching and mentoring for financial advice professionals is what Strictly Business Ltd & Tony Vidler do mostly, and best. A key element in building a successful practice that is often overlooked is having a business mentor or advisory board member to your professional financial services firm who can enhance the governance, business processes and strategic thinking capacity - all of which add real long term business value to a practice. At individual adviser level significant value can be created through coaching and mentoring sales process, sales skills, or delivering sales training and providing guidance to financial advisers that builds better performance, client satisfaction and sales results. Genuine and unique expertise is delivered by Tony Vidler in the areas of defining value proposition (or USP); branding of both the individual financial adviser and/or the financial planning or financial advice practice; engagement marketing strategies that produce results (particularly in the areas of content marketing, use of social media, and, digital marketing); and providing templates, guides, tools and expert consultancy in building best practice financial advice process that produces better performance for financial advisory businesses. The bottom line is we will get you more customers, and grow your revenues.