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Adviser Performance, Practice
& Profitability

Useful Tools for Financial Advisers...

But just the "free stuff" here
The purpose of this area is to provide useful and practical information for New Zealand financial advisers.

Most sales, marketing and practice development material created by Strictly Business is for clients of course, so for access to everything we know and can do which will grow your business get in touch about becoming a client.  But there is some very good free stuff here, so help yourself to it.
To find something in particular on the website: 

Good articles and guides that will help you grow your business

NZ Adviser Compliance

AI Generated Content Checklist

Adopting AI at Work Checklist

Secrets from Advisers achieving and sustaining success

When to Use ChatGPT

How Parametric Insurance Fills in Gaps

Walking the talk on trust

What Clients Really Want

Quick Guide to the Merger and Acquisition Process

Website Best Practices Checklist

Project Management Template

Six Keys to Creating an Effective Customer Engagement Strategy

NZ Retirement Expenditure Guidelines 2023

Security Checklist For Financial Professionals

Understanding Ethical Theory

Rebranding Your Business

The Challenges of Obtaining Cyber Insurance

Marketing Plan Quiz

How To Reply To Reviews

Shifting Paradigms In Financial Services

The Wellness Revolution

Inside The Buyer's Brain

Ethics Case Studies

Digital Marketing for Small Business Guide 2022

8 Campaign Ideas For Financial Advisers

How To Scale With Your Ideal Customer In Mind

8 Steps To Apply For A FAP Full Licence

One Page Business Plan.docx

Eight Innovative Fee Models for Wealth Management

Strengthening Your Cybersecurity

Managing the Independent Practice

Advertising Types

Personalization Cheat Sheet

Time to Re-Consider Your Advisory Fees

Filing a DI Claim (guidance)

Commissions To Fees

Applying Cialdini's Principles Of Inluence

How To Differentiate Your Financial Advisory Practice

Practical ways Advisers can deal with vulnerable customers

How To Work With The 10 Client Personality Types

Cryptoassets: Everything You Need To Know

How Wealth Management Firms Can Retain The Modern Investor

The Disappearing Digital Divide

7 Critical Customer Journeys For Financial Services Clients

7 Tips For Optimizing Your LinkedIn Profile

Think outside the tech stack (how outsourcing solves 4 Adviser challenges)

Survey Monkey Tip Sheet

Fueling Growth Through Powering Personalization in 2022

Bitcoin Guide For Investors

20 Point Activity System

Digital Marketing For Financial Advisers

2 Ways that one Adviser improved their website SEO (And How You Can Too)

Vaccination Workplace Assessment Tool

Vaccinations in the workplace - NZ Factsheet

How To Leverage Data To Connect With Todays' Audiences

Financial Underwriting Better Practices Guide

Virtual Event Strategy & Execution

Email Deliverability Guide

New Covid-10 Mandates For NZ Workers

Website Optimization Checkist

Preparing For Cyber Risks

Motivating People For Retirement

Strategy: From Entrepreneur To Enterprise

Cyber Attack Action Plan

Building The Five Pillars Of Cybersecurity Requirements

Should I Build An App? (Flowchart)

2021 Guide To Omnichannel Marketing For Financial Services

Advisory Growth

The top people risks for employers

Financial planning emerges as most important employee benefit for Kiwis

Unlock the power of User Generated Content

Control Your Story

Practice Technology Guide

Loan Repayment Excel Template

FSC Guide to Retirement Planning

The Eight Dimensions of Wellbeing

$1.8 Billion Paid in NZ Health Insurance Claims

Moving From Commission to Fees

Strategies for Successful Risk Management in Financial Planning

Guide to Understanding Capitalized Earnings Valuation

Understanding Business Valuation

What ChatGPT means for wealth management

Running the Family Office

How To Focus Your Marketing Effort

Build A Simple Marketing Plan - Interactive

Adviser Revenue Strategy Guide

Consumer Guide: KiwiSaver Significant Hardship Withdrawals (May 2023)

The Fintech Advantage

The Anatomy Of Trust

Cyber Security Risk Assessment

12 Security-Related Questions You Should Be Asking Your Providers

Steps to protect your business from a cyber-attack

Agency Growth Tips

Reading the mind of a potential referrer

Deep Look Into CEO's and Professional Management of a Practice

FIllable One Page Business Template

3 Ways To Jumpstart Agency Growth

The Value Of Your Advice

Using Data To Drive Operational Efficiencies

Getting Started With CRM Choices

Value Messaging Worksheet

Using LinkedIn to serve clients & build business

The War on Stress

Social Media Trends Report 2021

Behavioural Finance: How Advisers Can Influence Financial Wellbeing

Hiring Next Generation Advisers

Advisory Practices 2030: The Innovation Imperative

Guide: What is SEO (& how can you use it?)

20 Cybersecurity Terms You Need To Know

Target Marketing Persona Workbook

Planning for the Investor of the Future

Virtual Client Interaction Tips

7 Reasons Why Advisers Do Not Reach Their Full Potential

Choosing between a Business Mentor, a Coach, or a Consultant

The Case For An Advisory Board

Webinar Tips

Essential Financial Services Cloud Considerations

Practice Growth By Design

Risk Management In Investment

5 Steps to calculate your client acquisition cost

How To Create Digital Signatures

Measuring The ROI On Adviser Designations

The Case For A Digital Marketing And Compliance Platform

Financial Adviser Guide to Digital & Social Media Marketing

Working Remotely & Cloud Security

Working Remotely & Securing Microsoft Systems

Working Remotely - Cybersecurity Tips

Direct Mail's Role In The Digital World

Building A Smarter Marketing Approach

Using Client Service To Drive Growth Through Client Referrals

Applying the Financial Planning Process

5 Fast Fixes To Lessen Client Stress

Goal Setting Worksheet.docx

50+ Motivational Quotes

Lead Your Team into a Winning Mindset - Oechsli

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