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I have heard so many theories on why clients do and don’t refer in my career, but the truth of the matter is that it is all about fear. Fear of bringing up the subject of finances with friends and colleagues, fear that they will sound stupid and fear that the people they refer to… [Keep reading]

It’s widely known that video is the most trending and engaging form of media. Being able to see someone and read their body language helps you form a relationship with them. We begin to trust them and feel like we “know” them. But prerecording, cutting and editing all takes time – and the more we… [Keep reading]

For anyone who has spent more than 30 seconds interacting with The Social Adviser, you would be well aware of the fact that we have a massive crush on video.  Not only for its incredible story telling power or its ability to explain complex concepts in a simple fashion, but for its awesomeness in building… [Keep reading]

I want to start out by saying that this may be the most important blog I ever write for you. It is a wake up call, and I hope that I inspire you to participate in the future of Advice rather than being a casualty of it. One of the biggest contributors to being successful… [Keep reading]

Preconception stifles innovation. Innovation by its very nature requires fertile soil in which to grow and flourish, yet financial and professional services have been missing such an environment for a long time. I believe the single biggest obstacle that has been holding financial planners back is ‘misconception’. Beliefs that at one time or another, I… [Keep reading]

You may have clicked this post without reading the subject line, but I hope you noticed before opening it. My guess is that compared to other blog articles, less people will actually open this one.  This is mainly because the subject line doesn’t demonstrate to you that there is any value in opening our email this week…. [Keep reading]

How many times have you visited a website only to instantly feel lost, confused and anxious? 90% of websites throw everything at you on the home page. They try to bombard you with everything you need to know to be sold on their product or service. People aren’t as stupid as most website creators think…. [Keep reading]

This week’s article comes from a question asked by one of our clients, Matthew Leech. He asked us for some advice on what to do when work gets chaotic and you are finding it hard to find the time to devote to Social Media. It’s a common problem in Adviser-land, especially as clients always need… [Keep reading]