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Whilst it is clear that you can generate a positive outcome from speaking with prospective clients, we spend far more time in our business looking after existing clients and relationships. Yet, every single day in communicating with those clients, we miss golden opportunities for either benefiting from the exchange or leading our clients to where… [Keep reading]

This week we’re pleased to introduce our first guest blogger and a great student of The Social Adviser, David Rae. David is a Senior Wealth Adviser at Beames and Associates, and in this post, he has put together a list of people that he believes you should be following on Twitter (a great start for… [Keep reading]

One of the number one reasons why Advice firms tell us they’re not on Social Media is the risks that it presents to a firm, particularly from a compliance and reputation point of view. Many firms are concerned they will say the wrong thing in such a public forum, whilst also wishing to avoid the… [Keep reading]

Financial advisers have recognised the difference between social media marketing and the correct approach to communicating with clients through technology. The Social Adviser principal Baz Gardner said most advisers had been sold the concept of search engine optimisation followed by “plugging in” to social media, where they outsourced content as a way of marketing.

As published in Financial Planning Magazine There has been a theme to many of my conversations over the last month, both in person and via various digital and social channels, that focuses on the issue of ‘social media’ being somewhat scary to professionals because of the thought of allowing clients into their personal ‘private lives’…. [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]

This article is focused on Australian-based Financial Advisers. However, the concepts and methodology for dealing with a need for increased client communication will be invaluable to all professionals. It has been nigh on impossible over the last month or so to be in the Financial Advice industry in Australia and not be surrounded by talk… [Keep reading]

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]