In 30 Seconds
How to make Effective Recommendations
News from around the world...
Articles & Ideas to help you. There are
Some things that are happening, some things that have happened,
and just some interesting things...
...that will help your business make more money!
Great articles with good ideas...
Challenges In Pricing Risk Advice
Fees at a Crossroads
What Investors Want From Their Robo's
Playing a game (in funds management) to learn what works
Life Insurance Megatrends Shaping The Industry
Can a Disruptor grow 10x faster than an Incumbent?
Leverage: Where Advisers Fear To Tread
How a Disciplined Approach Can Keep Investors Focused
The promise of FinTech: More regulatory pointers
How much does employee turnover really cost?
How to Transition to Serving Multiple Generations
Factor-based Investing: Are you and your clients up to speed?
Our secret financial insecurities
The Value in Governance Revealed
The New Financial Client
Advisers Need Document Management
Remaining Relevant to your customers in 2020 (from US, but good)
The 1 Salesperson Who Will Never Be Replaced By AI
Social Sellers vs. Non-Social Sellers
How the UK Commission Ban Increases Demand For Financial Advice
The Future of Digital Financial Advice
Will your clients leave you in 2017?
Will technology replace human advisers?
The Profit Squeeze All Advisers Face
Getting from "Trust" to "Loyalty"
A study on how asset managers stick 2 fingers up at investors
How much time and money should you spend on marketing?
Top Personal Branding Tips for Thought Leaders
What to look for in unlisted real estate funds
Should the Family Stick Together or Go It's Separate Ways
Advisers finding more social media success
The "low rate" world
How to confront HNW prospects who choose robos
Dealer Group Summit (Aus): 5 themes for the future of the profession
How To Calibrate A Business' Competitive Advantage
The Rejuvenation Of Insurance: Why it matters
Are Stocks Actually Undervalued?
The need for a richer suite of retirement products
Risk is in the eye of the beholder
The 3 Drivers of Client Behavior
Designing Retirement Solutions That Deliver Income For Life
Most U.S. Investors Still Want a Human Advising Them
5 Transformative Trends and What They Mean to Advisers
Customers go through 3 behaviour phases with online purchasing
Marketing tips for Advisers from masters
Why Revenue-Sharing Referral Agreements Aren't Worth It
Social Graces: How advisers (overseas) are using social media
How Technology Hijacks People's Minds
Turning points: New Money, Old Habits
Shocking News for Investors: Everyone Is Biased
The Rise of the Millennials
The Small Business Sector Report NZ 2014
The Ageing Brain: Impact Of Ageing On Financial Decisions
Investment theory "good - in theory"
The Ugly Truth About "Buy and Hold"
Succession Planning: Crunching the numbers
Solutions for a Misbehaving Finance Industry
Do investment principles stand the test of time?
The Robots are coming
5 Proven Strategies for Organic Growth for Professional Services Firms
Is Your Brand Doing More Harm Than Good? Here's a Process That Will Make You Better
10 Most Common Mistakes of Family Office Investors
Why you MUST record your meetings
Emerging Technologies & Your Digital Strategy
10 Steps to being a modern marketer
16 Stats That Prove The Demise Of Cold Calling
Why leaders really really need to care about social media
Apply the "Golden Circle" to your Marketing and Performance Measurement
The Rainmaker's Reign is Over
Should You Pay for Referrals?
Why trust is the new bottom line and how social media drives it
The Road To Reward: Getting better after tax returns on super funds
The Rise of the Next Gen Adviser
Fees and Generation X and Gen Y
Social Networks Help New Zealanders Deal With Change
10 Trends in Australian Wealth Management Industry
The Art of Underwriting in the automated age
Digital Disruption In Asset And Wealth Management
Mobile Keeping Kiwis Connected
Adviser Fees at a Crossroads?
Social media firms make ETF push
Getting Creative with Investment (Whitepaper)
Searching For Balance
The challenge of becoming paperless
9 Disruptive Sales Trends
Trust and Culture: what consumers want
Do You Want To Be In Demand
The Demise of Specialisation
15 Stats to Make You Rethink How You Build Customer Engagement and Sales
What Clients Value
8 Reasons Why Facebook Ads Should be on Your Radar
The Advice Challenge: Understanding What Clients Value
How advisers can earn client loyalty
Effect of commission changes on your business
Handing over to the next generation of clients
Volatility is Inevitable -Panic isn't
Let's talk about ethics: Holding professionals to account
What does the ideal mentor look like?
Underinsurance in Australia
Social Media Facts & Statistics in 2015
KiwiSaver & Market Correction Concerns
Reality Of Robo's Is Not What You Think
Generating More Referrals
The State of Social Marketing in 2015
Sales Coaching That Counts
What I Wish I Knew About Creativity When I Was Young
Why Sales Training Is Not Working
Investors Top Worries
Building a self managing company
Get Your Financial_House_in Order
What is the real cost of a free seminar?
Wholesale changes for NZ
Clients won't know you exist without a strong digital presence
Are Larger Advisory Firms Really More Productive And Profitable
What Every Principal Needs To Know About Professional Services Branding
The technological disruptions coming to financial advice
Social Is the New Word-of-Mouth Marketing
What is the Value of Your Brand?
The Secret To Better Online Marketing
10 Tips for Building Stronger Networks
Low fees do not necessarily give best retirement outcomes
Quick Guide to recent NZ business law changes
Retirement or Welfare: The Future for Australians
The Evolving Sales Funnel
A chance for insurance industry to get its house in order
Adviser technology is now all about the client
Succession Planning Deals From The Buyers Perspective
Bigger & Better
Financial leverage in real estate: friend or foe?
The End of Upfront Commissions?
The world by 2050
What sort of corporate culture does your company have?
My Favorite Performance Chart
Pay models evolve beyond a percentage of AUM
Capture Retiring Boomer Assets By Addressing Their Concerns
Money May Make the World Go Around, But Men & Women Have Different Spending Priorities
The benefits of charging a fee
Firms with younger clients grow faster report finds
The 20 Second Window
The Brand Called You
Could "No Commission" life insurance kill financial practices?
In Complex Sales Time Is on Your Side
Any Value Proposition Hinges on the Answer to One Question
Clash of the titans: Bionic Advisers versus Robo-Advisers
How to manage both a professional and personal brand
Robo-Advisor: A Brave New Financial Services Industry
The Top 5 Business Challenges for Accounting & Financial Services Firms
Australia's financial system report: Will the waves reach New Zealand?
Professional Services Marketing Priorities 2015
Don't work until you're invisible
Does a diversification strategy fit with a planners fiduciary duty?
Top 10 Marketing Techniques for Professionals
Are your managers as active as you think?
Are Social Media Experts Taking You for a Ride?
$100 million and a vision for financial planning
What's in a Referral?
Wired to make bad decisions
What clients want
Is this why clients question fees?
Unpacking ASIC's Insurance Advice Report
The Rainmakers Reign is Over
Advantages of Online Marketing
The Optimal Length for Social Media Posts
A new generation of pension funds in Australia
Why is Blue so popular wiith Financial Services Brands
The 10 Steps To Creating a Personal Brand in a Digital World
Part man. Part machine._ All adviser. Robo-advice: the future of financial planning
Can your wealth management firm stand up to the new wave of Fintech disruptors?
The Professioinal Dividend
How to Budget for Tradeshows & Events
Animated Content Rocks
Six Steps to a Winning Credibility Marketing Plan
The Number Of Facebook, Linkedin, Twitter & other social media users in NZ
How Thought Leadership Marketing Can Help You Build Your Firm
The Power of that First LinkedIn Impression
Is Your Website Dead, or Just Sleeping?
The Life of a Social Media Manager (great article showing the routines to master)
How to Choose the Right Social Network for Your Business
Which Social Media Accounts Really Matter, and Why
The Psychology of Belonging
Insurance: To Switch or Not to Switch?
Generating Income When Starting A New Firm
Our digital future & what it means for businesses
SEC charges investment adviser with fraud for not telling of fee arrangement
The Retirement Bucket List
Best Practices in Social Influencer Marketing
Forget This Work-Life Balance Blah Blah Blah
Your Social Media Value Proposition
Board of Advice or Business Coach?
Life Insurance: What Do Customers Want?
Success is as easy as A, B, C
The In-House Investment Team: Right people, right roles, right rewards
88% of Businesses Are Undergoing Digital Transformation
Clients dont want an adviser - they want a planner
5 social media faux pas to avoid
7 Reasons Your Associate Advisor/Paraplanner May Already Be Looking To Leave
Top 250 financial services online influencers that you need to know
Behaviour in the spotlight
Metrics of Trust
The Drivers of Brand Equity in Financial Services
Research Shows High Proportion of Customers Prepared to Commit Fraud
Email Marketing: Mobile Email Benchmarks by Industry
The Evolution of Marketing INFOGRAPHIC
Lessons from the Law
What Do Business Leaders Need to Unlearn
Great financial planning has a value: 23% more in retirement
KiwiSaver = Lifesaver (Article)
3 Questions that will unlock more revenue
The Most Important Factor for Improving Your Firms Performance
Advisers Talk About Success
Dont Be This Person on LinkedIn
Insurance Must Be Sold, Not Bought, Right?
Empower your content strategy with video 9 ways to speed your sales funnel
6 Tips for Creating an Effective Online Customer Survey
5 Things Every Managing Partner Must Do To Drive Organic Growth
Individual personalised risk advice and the best interests duty
A knack for nurturing
Has Digital Marketing for Professional Services Made Networking Obsolete?
Lessons for financial planners in record UK fine for poor advice
The Untapped Power of Pro Bono
The Power of Pricing
To Win the Battle for Differentiation Focus on Personal Value
Embracing the Social Network
Be good, add value, and be available: the secret to guaranteed referrals
Creating perfect practices
The Single Most Important Factor in an Advisory Makeover
Understanding the High Net Worth client
How to build a village of support for your personal brand
The business benefits of active ownership
Is your marketing too smart for your own good?
The Cost of Complaining
Client Successfully Sues Adviser Over Insurance Error
Four Keys to Traditional Marketing in a Digital World
Why 97% of your clients don't have financial goals, & what to do about it
Communication Skills: the key to getting more clients
5 Tips for Financial Advisers
What is the most valuable aspect of CFP certification?
The Missing Ingredient In Attracting Clients
Refresh And Extend Your Brand
MJW Investment: The Global Financial Crisis 5 years ON
The Modern Day Equivalent of Working the Room
The year of social media
How Successful Financial Advisors Find New Clients
How To Pick Your Ideal Brand Growth Strategy
How Big Should Your Network Be?
Avoiding Regulatory Rigor Mortis
Employee Referral Programs: How To Expand Your Circle
3 Trends to watch in 2014
Applying Trust Principles to Pricing
Key TASKS for 2014
Sales: What B2B Sales Winners Do Differently
Uniting professional associations to enhance member businesses
Crystal Ball (Part 1): where to for NZ financial services?
Crystal Ball (Part 2): where to for NZ financial services?
Create a Simple Marketing Plan
Example of strategic plan model: Amazon
Financial Standard Power50: who to follow in social media in financial services
Why You're Struggling to Measure the Value of Social Media
Search Engines: What Does Google Look For?
Are we losing sight of the good we do?
How Your Brand Can Beat Goliath
25 Compelling Statistics About the Importance of Email Marketing
Dame Jenny Shipley: Time to agree on new retiement policy
How to Work with a Virtual Assistant
The Ultimate Guide to Content Marketing
9 Tips to Help Win Attention From Journalists
Why sales skills matter more than ever
How to generate quality referrals for your firm
A Practical Guide to Behavioral Economics
The Disappearing Sales Process
Turning Customer Intelligence Into Gold
What Matters Most to Your Clients?
How To Find Your Ideal Niche
The 6 Habits Of Successful Private Companies
Words of Wisdom from Warren Buffett
The Science of changing habits
Hanover pursues broker in court
How Specialist Advisors Earn Twice as Much
Why nobody takes us seriously
Financial Services Steadily Grows Digital Ad Spend
The evolution of a profession: Financial Planning
Advisors must adjust to a post-trust era
Why Profit Margins Should Matter To Any Firm
Why a Focus on Leads is a Mistake
If I give away my content don't I give away my business?
4 Biggest Mistakes Professionals Make When Using Social Media
Create a Sales & Marketing Plan for Your Agency
6 Ways To Create A Culture Of Innovation
Forget Self-Denial, Imagination Is Key to Saving
Independence is all about perception
The changing face of advice
Why The Future Of Insurance Will Be Mobile
How to Get More Likes on Your Facebook Page
The future of commercial & business insurance
Ahead of the Curve on Social Media
Proof that Social Media Drives Sales
Accountants & Lawyers use of Social Media
20 Ideas To Help You Create Content
How not to break Email laws and be a spam sender
How Sales Reps Can Succeed in the Social Era
The Top 8 Priorities for Any One-Man Marketing Team
A Practitioners Guide to Social Selling
Sharing on Social Media: the WHAT, WHEN, and HOW for B2B & B2C
The dangers of underinsurance for a Business
5 Crazy Ways to get buyers to your website
10 Ground rules for content marketing
10 Common Sense Ideas To Raise Your Klout Score
Surprising Insights about Social Media and Financial Advisors INFOGRAPHIC
How to invite your friends to your Pinterest board
How advisers are embracing the communication revolution
How To Choose The Perfect Blog Name and Blogging Toolkit
Marketing tactic that marketers forget is SEO
Sales pitch to swap insurance firms a red flag
Social Media Network Prospecting
The 10,000 Hour Rule Can You Become An Expert Faster
The 5 W's of Social Media Marketing
Top 20 Social Media Marketing Articles From 2012
Why should anyone choose you as their adviser?
Do you have 3 marketing plans?
Lead generation compensation - getting it right.
Where's your niche?
The Social Marketing Sales Funnel
The road ahead for an advice business
8 Tips to get started on Email Marketing
12 most effective ways to stay connected with customers and prospects
50 point checklist to optimize your website landing page
How will you land clients in 2013?
7 keys to becoming a business development powerhouse
Enjoying the journey (lessons from Christmas for your business...)
Knowledgable customers create more value in your business
Money Management: Making Hard Work of It
14 key innovation strategies for financial advisers
7 Tips to help you get seen on YouTube
Pinterest and the power of visual marketing
Professional responsibility and the court of public opinion
Why you need to use Google + in your business
The state of online video
Servicing the needs of high net worth clients
Mindless adherence to process and best practice - is it harmful?
What if the game changed overnight? (and all RFA's had to become AFA's?)
Platform pricing update
Did Zig Ziglar influence your sales career? (collection of his greatest quotes)
Is a 4 page Statement of Advice (SOA) really possible?
3 metrics for measuring success of your video
The sales cheat sheet
Why do people buy anything?
The "Get Off Your Ass" Manifesto (how to get motivated and get going)
Internet Marketing - what GREAT marketers do
Fix your prospecting problem forever
Churn debate put on hold
Stages of social maturity
Choose one: Clear? Or Concise? Or Effective?
Weapons of influence...marketing your brand and business
5 ways to create your prospects favourite website
Killer Facebook pages
Simplicity REQUIRES sophistication
How low can you go?
Why social media alone doesn't work...and what you can do about it
How to attract customers with Pinterest
12 steps to getting constant referrals
Becoming Socially Compliant
The steps you need to define the stages of your sales & marketing funnel
Eat; Pray; Love! How to get paid every step of the way as an adviser...
Writing rules - advice on writing well from the NY Times
The new skills you need to survive in sales (Harvard Business Review)
4 Strategies and 20 Tactics for growing an advice business
How to set up a Wordpress website and blog
How to create content that your clients will love
How to become financial independent (excellent content marketing example from overseas adviser)
Client Communication key to growing your business
Is it just a bad day?
Why you need a mentor
Consider Client Risk Capacity
How to create the culture you WANT in your business
Why are so many Australians underinsured?
The Consumer is connected, educated and empowered
The 7P's of Customer Retention Marketing
The 6 necessities of Modern Marketing for Financial Advisers
Developing a Unique Selling Proposition (USP)
The basics of drip marketing campaigns (INFOGRAPH)
3 Online Marketing facts that change the game
13 tools to simplify your social media marketing
Blueprint for the perfect LinkedIn status update
The alternative to AUM (Asset) based fees
What you should test on your website
6 email marketing mistakes to avoid
5 steps to playing it safe as an adviser
Social media for small businesses with no time
5 ways to create your customers favourite website
Should we care about the public interest?
6 Mind blowing social media stats
8 Great Marketing Infographics to inspire
Dirty Harry wouldn't win a Gold Medal
10 surprising insights into social media & financial advisers (Infographic)
Why having Klout may soon matter to advisers
Why Kiwi's need advice when buying life insurance (INFOGRAPHIC from Quotemonster)
Will you marry me?
The Elephant in the room
Technology, Social Media & Financial Planners
Some customers you don't want...
7 proven templates for writing value propositions
Hustle while you wait!
What do your clients know you as?
It's not about YOU...it's about the value.
How content marketing strategy fits into the sales funnel
Danger Expectations ahead! (the Customers need for speed...)
Building client relationships through LinkedIn, Twitter & Facebook
What type of advice is needed? (Financial Alert article on Kiwisaver distribution)
Why merge? is buying to grow worth it?
5 Killer Facebook marketing infographics
McKinsey's 5 Winning Strategies of the world's top sales organisations
You need to know, if you are going to BUY to GROW
9 keys to building career and business success
8 Tips on how to showcase your personal brand on LinkedIn
Consider the context!
50 awesome YouTube facts and figures
The do's & Don't's of an effective Marketing Plan
The good life, or financial freedom? (an item on the value of advice)
Everything is marketing, everyone must be agile
Engaging in social media via email marketing (great overview of a digital marketing strategy)
How going Low-Tech is best
The seven elements of smart content
How insurance agencies execute social media marketing
More Bulls**t Jargon on its way
7 Competition Crushing value propositions
Your Best Defence (Financial Alert article)
What advertising is working for you?
How to spot a Dinosaur. (a financial adviser dinosaur that is)
9 Tools to attract clients
LinkedIn beats Twitter.
How to take the R out of FREE. (valuing advice and charging fees)
20 Brainstorming ideas for creating a social business
8 steps of a great sales script
Tips for better content alignment through