client engagement

The mantra of “customer is king” is rubbish. The customer is not always right, and the customer is definitely not the stakeholder who provides permission to practice. Yet we keep hearing that the customer is…

Have you ever thought about where the easiest wins are in getting new business? Or if you prefer; where the low-hanging fruit is? There will be latent opportunities inside most professionals businesses, and usually those…

Who do most people turn to first for financial advice? Whoever is “top of mind”…and who is that usually? Their family. Research in multiple countries and jurisdictions repeatedly shows that the number one source of…

Who is paying who for financial advice will become the biggest question in consumers minds as the industry stakeholders continually and very publicly debate fees, commissions and conflicts of interest in financial services. For many…

Advisers underestimate the importance of frequent client contact and “frequent contact” is in itself a phrase that is interpreted differently amongst advisers. So how often is “frequent”? How often is often enough? For a long…

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…

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…

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…