Marketing Ideas

goldmine-in-practice

How Big Is The Goldmine WITHIN An Advisers’ Practice?

September 19, 2025

Just how much opportunity is sitting inside the typical adviser practice? How much new business is waiting inside that existing database? It’s a goldmine. A report from a few years ago highlighted the point that…

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financial advice value

An easy way to work out how to express the value of YOUR advice

August 26, 2025

If you are struggling to express the value of your advice for your target market there is a way to figure it out that doesn’t require you agonising over how to come up with a…

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Sharing your content…what to give away?

August 15, 2025

When it comes to sharing your content what should be given away, and what should be kept back? There is no right or wrong on how much, or what, content one should share of course…

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The 10 Things To Get Right For COI’s To Start (and Keep) Referring

August 8, 2025

A great Centre-of-Influence keeps referring…they are not really COI’s unless they keep referring. That relatively reliable constant stream of introduction to target market prospects can build an advisory business better than any other form of…

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What Financial Advisers Could Be Better At…”Being There”

August 5, 2025

There is something that financial advisers are proving to be not good at doing: That is “Being There”. In this country Statistics NZ compile data from the census every few years and there is a…

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What is the mix of content which is engaging?

July 22, 2025

The key to content marketing is to mix it up. Keep it engaging. Keep it coming… As a consumer yourself you know that there is a need to be fed fresh stuff…after all, you tune…

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Good Content marketing: It isn’t written the way you were taught to write…

July 4, 2025

Advisers getting into content marketing or just trying to create an audience for their brand are often confused about how best to communicate – or develope a style which balances personality with professionalism. Inevitably they…

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be-second-not-first

Being A Thought Leader Does Not Mean Being “First”

June 6, 2025

Creating a position as a thought leader is superb marketing for professionals, and all too often they confuse “being a thought leader” with simply “being first”. The rush to be “first” to express an opinion…

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