While fees used to be one of the biggest barriers to broader use of financial advice, people are now more willing to pay for certainty in a very uncertain time. But in order to reach them, you need a story and a hook to draw them in – and that hook needs to change with the times.
A new kind of advice product could solve the dillemma many advisers now find themselves in, where demand is higher than it has been in some time but it’s difficult (or impossible) to profitably service that demand.
Showing the value of financial planning using your own experiences is a compelling strategy – here are three steps for building your story that won’t blow out your marketing budget.
Getting people invested – literally and figuratively – in their financial wellbeing can be a difficult task, but what I’ve learned is that it requires breaking certain taboos about money. Here are three key ways for advisers to get that conversation going and, hopefully, find themselves a loyal future customer-base.
In this resource for clients, Vanessa discusses three unexpected ways people can take charge of their financial wellbeing.
Financial advice has arguably been in the spotlight since the Royal Commission, but the COVID-19 pandemic has changed the conversation: people are now realising just how important advice is.
I can only imagine that 2021 is going to see an even bigger demand for quality financial advice. There will be further challenges, but the industry is heading in the right direction.
Our latest research shows there’s a specific segment of Australians advisers should be targeting in 2021.
While we all know people need advice, until it is more unaffordable advisers can’t help. But here’s a way to start acting now before legislation changes.
New research shows Australians will be working longer than ever post-COVID. Here are the ways they can best-navigate this uncertain future.
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