Blog

There has never been a better time to be a planner and we are about to embark on a new era of innovation in service that is going to place the future of advice firmly with a new breed of professional. This future does not lie in the hands of regulators, nor is it dependent… [Keep reading]

One of the most common issues we come across at The Social Adviser is the fear of being in front of the camera.  Similar to public speaking, being filmed seems to trigger the parts of our brain that make us feel awkward, embarrassed and unnatural. Having filmed in excess of 1,000 videos for ourselves and… [Keep reading]

Many of you may have dabbled with LinkedIn, Facebook or another Social Media platform and are wondering where the results are.  Why isn’t my time investment being rewarded with ROI? Whilst there may be a range of answers to the above question, a good place to start could be asking yourself if you are using… [Keep reading]

With the news this week that Zurich have taken the industry-leading step to provide overnight insurance datafeeds directly into XPLAN, we feel a ‘domino effect’ will ensue as many other product providers begin to build the infrastructure to follow suit.  This will start to shift the focus more and more onto CRM systems as not… [Keep reading]

We have to admit that we have been a little quiet of late following the overwhelming success of AdviserEdge 2013 – the World’s First Social Advice Summit. We have been busily preparing to welcome our first major public intake, so to those who attended AdviserEdge and made it such an amazing three days for all… [Keep reading]

Many critics of Facebook point to its lack of ‘Return on Investment’ as a reason to ignore its use in a professional setting. In many respects, people who say this are correct… well at least with the way that Facebook is currently being used by most Advisers. In a previous post, we spoke of the… [Keep reading]

When it comes to Facebook, many professional advisers have dipped their toes in the water.  You may have set up a business page, have a few clients and friends liking your page and when there are big announcements (such as interest rate or budgetary changes), you may be inclined to post an update. Now there is nothing wrong… [Keep reading]

Over the last few weeks or months, you may have stumbled across our LinkedIn Group, ‘Social Media For Professional Advisers’. Whilst new discussions are being started on the group daily, one which seemed to strike a particular chord with many Advisers towards the end of 2012 was a discussion entitled ‘What is your biggest fear… [Keep reading]