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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!


To find something in particular on the website:



Great articles with good ideas...

Will on-demand insurance become mainstream?

The Next Generation Of Advice

IOT: The Internet Trends Report 2018

Behavioural Finance: Emotions Get the Best of Even Experienced Investors

Modern Marketing For Advisers

Insurance Sector Briefing: A Perfect Storm Of Disruptive Change

Life Insurance & The Consumer Behaviour Transformation

Advancing An Industry: Accelerating the advancement of women in Financial Planning

Stop With The Phoney Slogans

Breaking Digital Ground In Life Insurance

Connecting Dollars To Digital: The ROI of Digital Marketing

Collecting personal data? Thought about GDPR?


Transparency not low fees drives consumer loyalty

Handing the business on to the family

Serving Millennial Clients with a 3-Step Model

The Role of Financial Education In Marketing Financial Services

Navigating Towards The Practice Of Tomorrow

A survival guide for financial adviser licensing

Why your firm shouldn't customize its' advice

The other career track

Life insurance: The case for change

Genetics: A testing time for insurers

The Financial Advisers Guide to AI

The integration of wearables & insurance

Staffing Your Advisory Firm

50 FinTech Startups Disrupting The Industry

Insurance Disrupted Through Exponential Technologies

Robo-advice: Do You Get What You Pay For?

The Modern Face Of Advice

The Irresistible Seduction of The Process

How The Human-to-Human Connection Helps Facilitate Positive Behavior Change

Invest;  Create; _Perform: The 3 Dimensions Of Growth In The Digital Age

Connecting Dollars To Digital: The ROI Behind Digital Advice

Streamline Processes: Boost Profitability

Do I Need a Robo Solution?

How to thrive in the new advice world

Performance fees hardly worth it

4 Fatal Assumptions In Practice Management

Does your value proposition need to be turned upside down?

How robotics can deliver smart wealth advice

Professional Standards: Opportunities On The Horizon (from Aust)

The Price is Wrong. What Next for Wealth Advisory Fees?

Reimagining Insurance Distribution & Agency Management

Digital Disruption: Is The Advisers Value Under Siege?

Special Report: Financial Advisers Thriving In The Digital Age

Loss Aversion, "FoMo", Anxiety & Mistiming

Tracking The Alpha Female (6 techniques for advisers in pursuit of female investors)

Why Do So Few Individuals Seek Professional Financial Advice?

The Dramatic Decline Of Risk

Behavioral biases and the hierarchy of retirement needs

What Most Companies Miss About Customer Lifetime Value

1% Rule: Why So Few Get Most Of The Rewards

The "Internet of Things" is Transforming Industries

Managed Portfolios: a sound investment in clients & your business

7 Tricky Questions & Answers You Must Know About Marketing

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?

Preventing Complaints

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

Compassion Fatigue

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

Top 250 financial services online influencers that you need to know

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

Behaviour in the spotlight

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

Tony Vidler: tony@strictlybiz.co.nz