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Whilst every client is different, you still tend to get a lot of questions that are regularly asked, and repeating the answers can be an inefficient use of your time. Consider breaking questions into two categories: ‘Administrative’ and ‘Advice’. Then, leverage your time more effectively by easily and cheaply building videos to answer those questions.  Advice firms are… [Keep reading]

We are working hard to reshape how the business of Advice works.  Innovation is no longer a ‘nice to have’ in professional services, and the Market Leaders are experiencing exponential leaps forward in client growth and service efficiency. Eavesdrop as some of the leading Social Advisers workshops together and talk about what Social Media really… [Keep reading]

Financial and professional services as industries have been incredibly slow to adapt and evolve to using new methods of engaging with existing and prospective clients through Social and Digital Media. Despite what most so called Social Media experts will tell you there is good reason for this. The idea of viral videos, content distribution and… [Keep reading]

  1. Distributed Influence Spreading your content by using tools like blogs, SEO, Facebook, Twitter, Youtube, Google+ etc, you create a flow of prospective clients who would otherwise have no connection to your business.  As they engage with your content, they join your influence, network, and by using a system of progressively-linked content, they become… [Keep reading]

  Written by Hale Yildiz. Metathesiophobia (noun) The persistent, abnormal, and unwarranted fear of change. That feeling advisers get when exposed to a speech by Baz. In the 45 or so public speaking engagements Baz has delivered from May to September 2012, he cites ‘the fear of change’ radiating out of the eyes of advisers… [Keep reading]

  As published in the September issue of ‘riskinfo’ magazine. Baz Gardner is the founder of The Social Adviser, a consulting service which specialises in social media strategy and other solutions for financial advisers. Baz has met hundreds of BDMs and interviewed over 500 advisers about their relationships with their BDMs. That experience, combined with… [Keep reading]

This blog post is derived from a White Paper of the same name as published in the Australian Journal of Financial Planning. With all of the attention on Social Media these days, it is just as important for a business to know what not to do as it is to know the right thing to… [Keep reading]