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You may recall (unless you had a big weekend!) that last Friday we sent you ‘Part 1’ of our ‘8 Golden Rules for Profile Pictures’. These rules are in our opinion, the key factors to bear in mind when deciding which type of picture to use (or take) as a professional using Social Media. Follow… [Keep reading]

When stepping into the world of Social Media, one of the first things any platform (such as LinkedIn, YouTube, Twitter or Facebook) will ask you to do is upload a ‘Profile Picture’. Most people don’t like this step and many tend to skip it (probably because people tend not to like seeing themselves in photos!)

Research shows that over 50% of Australians will Google a Financial Adviser before they meet them for the first time (and this number continues to grow over time). If you don’t know what clients are finding when they do this, you probably should! Whilst your efforts to date may have focussed on how you are… [Keep reading]

Happy New Year to all of you and from everyone at The Social Adviser, we wish you all the best for a happy and successful 2013! Following on from last week’s article about measuring how many people are opening your regular updates, today we move towards structuring the content of your newsletter. Many newsletters in… [Keep reading]

Producing newsletters can be an inconvenience in the course of running a Financial Advice business. Sourcing and writing articles can be very time consuming and even if the content is produced for you, it takes time (and costs money) to email it to your clients. But if you were sure your clients loved reading your… [Keep reading]

It will probably be no surprise to you that whilst 78% of people trust peer recommendations (i.e. ‘word of mouth’ referrals), only 14% of people trust advertisements.  It is much easier for a client to trust you when they know of someone else who has a relationship with you and is better off for the experience.  Indeed, ‘word of mouth’… [Keep reading]

For many businesses, a professional and modern looking website is a sizeable expense (not to mention the time involved in preparing all the content. Given the amount of effort Financial Planning firms put into building their website, the statistics show that the average person visiting an Australian Financial Planning website only stays on the ‘About Us’ page for… [Keep reading]

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]