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Getting more from your client communications.

A 21st century News & Practice Update (N&P) compared to a 20th century Newsletter.   Improve compliance at the same time.  A professional N&P can now be delivered through Xplan and other CRMs.  This instantly helps meet a practice’s compliance needs at the same time as undertaking some serious practice development. Two benefits for the price […]

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The future of practice development strategies for Accountants and Financial Planners.

We all agree that the development rate of digital marketing options has been phenomenal over the past 10-20 years. So too have the changes in the rules, regulations, legislation, software, processes, compliance, and market volatility that accountants and planners have had to manage in order for their businesses to survive and grow. In fact, so […]

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Why Covid-19 is an opportunity for Accountants and Financial Planners.

Every individual and business has a collection of Support Partners (SPs) in their life including accountants, doctors, banks, financial planners, solicitors, and dentists. It’s when times get tough that these Support Partners need to help their clients. Covid-19 is one such time and clients need to know their SPs ‘have their backs’. The only way […]

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Why are articles better for developing client potential than Newsletters?

After years of comparing how practices use newsletters and articles to help develop the potential in their client base the results are more than interesting. Time and again newsletters do no more than transfer information to clients but in recent years clients have changed quite a lot. Newsletters may have been OK when they were […]

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What is HTTPS and how does it relate to your website?

We’ve all noticed in recent times that the URL of a number of sites now start with HTTPS rather than HTTP, but what does this mean? And why are Browsers now preceding a URL with words like ‘Not Secure’? In short, it means that data entered into a website, a ‘form’ for example, is not […]

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Key areas where a planner delivers long-term results.

The fifth in our series of articles on how a financial planner adds value to a portfolio. The past four articles, all included in the article list on the website, have focused on the main areas of work a planner engages in to add the 3% extra value they can provide. This figure varies on […]

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Part 4 – The major benefit of ‘behavioural coaching’.

One important part of a planner’s job, and what adds real value, is being able to keep their clients focused when times are bad. Part 4 in the value of financial advice series. The benefits from ‘behavioural coaching*’ by a financial planner is best demonstrated when managing market volatility. However, this task is often made […]

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Behavioural Coaching and its contribution to financial planning.

Last month’s topic was “How a Financial Planner adds value to a Portfolio?”, a major component being Behavioural coaching.  The month before the topic was “The Value a Planner Adds to a Portfolio”.  This month the focus is on “What is Behavioural Coaching?”. There are many long-term investment charts that show how portfolio values increase […]

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How financial advice helps create wealth.

An article based on a 16 year study by Vanguard Investments Pty Ltd. Last month I reported on a 16-year study by Vanguard Investments that found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time. The real significance of this is that you can have a finance professional […]

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What a financial adviser can add to your portfolio’s returns.

Financial planning has seen significant growth over the past two decades because, as a rule, it works. Unfortunately, there are exceptions that have left the public’s perception of the industry in very poor shape. Even trust, the most powerful tool a planner has is diminishing. Given the following research I can’t understand why the industry […]

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