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Your path to profit webinar
Could your practice turn more profit? Business Health have proven that advice businesses who successfully focus on the three core pillars of client engagement, business planning and staff management have seen a profit boost of more than 100%. Join us for an unmissable session into the top drivers of profit, and learn what…
CPD – Organic growth: a toolkit for success
Most advisers want more of the right clients, but few have a plan to attract them. Developed by Dr. Katherine Hunt, this guide introduces the Organic Growth Model: a proven framework to help you build authority, develop high-trust referral networks, and create a digital brand that connects with clients who need you most.…
Organic growth: a toolkit for success
Most advisers want more of the right clients, but few have a plan to attract them. Developed by Dr. Katherine Hunt, this guide introduces the Organic Growth Model: a proven framework to help you build authority, develop high-trust referral networks, and create a digital brand that connects with clients who need you most.…
Are you protecting your reputation capital?
Digital professionalism isn't just about having a nice website and posting occasionally on social media. It's about having an online presence that builds reputation capital: the trust and credibility that becomes your competitive advantage as a financial adviser. But there are both opportunities and stakes at play here. On…
Are you protecting your reputation capital?
Digital professionalism isn't just about having a nice website and posting occasionally on social media. It's about having an online presence that builds reputation capital: the trust and credibility that becomes your competitive advantage as a financial adviser. But there are both opportunities and stakes at play here. On…
Organic growth isn't dead – it's just evolved
At every conference I went to last year, I kept hearing the same thing on repeat from speakers on stage: * “Organic growth is slow.” * “You’ve got to merge or acquire to scale.” * “You need to spend money on ads.” And honestly? I had to bite my tongue from shouting, “That’s not true!” Because the advisers I coach (and in…
Organic growth isn't dead – it's just evolved
At every conference I went to last year, I kept hearing the same thing on repeat from speakers on stage: * “Organic growth is slow.” * “You’ve got to merge or acquire to scale.” * “You need to spend money on ads.” And honestly? I had to bite my tongue from shouting, “That’s not true!” Because the advisers I coach (and in…
Googled and ghosted
Your name just came up at a lunch catch-up. Your client – let's call her Sarah – is chatting with her friend Emma, who mentions she's feeling all over the shop about her business and family finances. Sarah's face lights up. "You need to talk to my financial adviser. They're brilliant!" But Emma doesn't reach for her phone…
What's your focus for 2025?
In my latest blog here, I share from experience that the most successful advice businesses have a clear vision—one that isn’t just understood by leadership, but by the whole team. When everyone knows where the business is headed and how their role contributes, momentum builds. ? What’s one key focus for your advice…
How to gamify your business to build trust with clients
Building trust with clients is a tough task in an increasingly digital world, where the opportunity to build rapport is limited. But Fraser Jack, who previously ran a financial planning practice and has since spent 20 years working in the industry as a technology specialist, believes it’s not impossible. “Trust is a really…
POLL: Advisers, what do you wear to client meetings?
I just listened to the latest episode of the Upfront podcast where financial adviser and host Emmanuel Asuquo chats with personal branding expert Jennifer Holloway. It was a fascinating discussion about how the choices you make with attire ultimately influence the level of trust your clients have in your service. The…
Listen now to the Upfront podcast
If you’re in the financial services industry, listen up. Bold, frank, honest and totally unlike any other financial services podcast, Upfront is here to tackle the industry’s challenges and help build financial advice businesses people truly love (yes, we said love). Listen here or get Upfront on your favourite podcast app…
What do top advisers do differently?
If you're a financial adviser like Emmanuel Asuquo, you could be spending as much as 70% of your time on activities that don't generate revenue. So how can you make the most of that remaining 30%? If you're aiming to generate leads and win new business, should you focus on educational content – or are live events and…
Suit or no suit?
Not too long ago, Emmanuel Asuquo posed a question to his fellow advisers: suit or no suit? This might seem like a trivial issue at first glace – especially in the post-COVID era, where there's arguably been a considerable shift in orthodoxy regarding professional attire. To Emmanuel, though, the question pointed to a…
How two advisers used social media to scale new heights
One of the first things James Wrigley asks in an initial client inquiry call is where they live – this was not, incidentally, a question that was important before the growth of his social media profile. “In days gone by, they were living in a Melbourne suburb and we’d organise a meeting in our offices,” says Wrigley, a…
Creating your vibe
You need one thing above everything else, to create a vibe which is genuine and personal for your clients – you must truly know your clients. Unfortunately, it’s our experience that very few practices are taking full advantage of their CRM functionality to capture the information they need to create that key personal,…
We don't buy what we don't understand
We don’t buy what we don’t understand. We’re human. When it comes to getting financial advice, so many people still fail to understand what it is, let alone how valuable it can be – so they don’t pursue it. Let me ask: have you ever had a client seem eager when you first meet and then, no matter how many times you follow…
What to do if a referral isn’t right for you
One of the challenges of being a business owner is managing growth and staying focused on your strategy. Like many advisers, when I first started, I wanted to help anyone and everyone who crossed my path. No referral was bad, and although I didn’t work with anyone who fogged up a mirror, it came close on occasion. Since…
How to adapt advice to the differing needs of Gen X
They’re at the peak of their earning powers and older Gen Xers are nearing retirement. It’s a time when the so-called ‘sandwich generation’ (aged between 43 and 58), which sits between the huge numbers of Baby Boomers and Millennials, needs to be accumulating wealth and planning for life after work. The Ipsos Global…
How to adapt advice to the differing needs of Gen Y and Gen Z
While we all make assumptions about others based on their age, the only constant among investors under 40 is that they need to eat, drink and sleep to survive. Beyond that, their wealth, financial literacy and openness to accepting advice can vary widely. However, recent studies of Gen Y or Millennials (mid 20s to 40) and…
4 ways to make a better first impression with clients
As the cliche goes you don’t get a second chance to make a first impression. When it comes to financial advice this is especially true, as clients need to feel comfortable with their adviser if they’re going to entrust their financial future to them. To make a positive impact, Director of Sufficient Funds James Millard…
The danger zone between general and personal advice
This article has been taken from the NMP education library which has now moved to Advisely The breaches involved two Westpac phone campaigns allegedly encouraging customers to roll their superannuation into Westpac-affiliated super accounts. These campaigns, ASIC said, resulted in a $650 million boost in Westpac’s FUM…
When an email becomes a regulatory hand grenade
This article has been taken from the NMP education library which has now moved to Advisely In the Westpac case the High Court found that despite the disclaimers provided by the bank, their phone-based campaigns constituted personal advice. While this decision essentially just clarified the law as it was already written, it…
Are TikTok finfluencers friend or foe?
This article has been taken from the NMP education library which has now moved to Advisely Over the past few years, so-called “finfluencers” have exploded in popularity on social media. The portmanteau combines the concept of social media influencers – think oft-sponsored travelogues, fashion and lifestyle content – with…
Advisers need to change their hook
This article has been taken from the NMP education library which has now moved to Advisely So what has this to do with the hook and advisers? Communicating in creative and authentic ways and showing customers the “story” of finance and how working with the industry can be transformational. Advisers need to tell authentic…
Making the right licensee choice
This article has been taken from the NMP education library which has now moved to Advisely The topic of licensing and the long-term sustainability of the established model certainly predates the Royal Commission and Australia’s big four banks moving to exit wealth management, but it’s fair to say those two events have…

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