Adviser Insights


Adviser social media: Put yourself out there!

19/10/2018
Total engagement is a goal we all strive for as financial professionals serving clients. While many advisers are capable of and achieve total engagement when in client meetings, we believe the best advisers display total engagement beyond face-to-face meetings by leveraging service models and sharing content and though leadership via social platforms, including LinkedIn.
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Outcomes are the new alpha

18/10/2018
Want to know why the tortoise beat the hare? He (or, more likely, she) stayed focused on the finish line. The tortoise was all about the outcome.

In a recent study that we shared, we found investors who built the most wealth did so with a focus on long-term outcomes. Guess what those with the smallest account holdings did? They focused on short-term performance. They acted like hares. The wealthiest acted more like tortoises.
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Building your personal brand

3/10/2018
You’ve heard it before: Financial advice is a relationship business. Your clients aren’t just buying insurance and investments—they’re paying to work with you and access your expertise. Building your personal brand is key to your success. In this article, we’ll highlight 10 principles of creating a personal advice brand.
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The Grind – a key ingredient for adviser success

16/07/2018
We often get many questions from advisers about perspectives on the market, the future of this business, the next big financial shift or trend... However, one question we do not often get is “What traits do you think an adviser needs to be successful in this business?
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Know your bears from your bulls

2/07/2018
Ever heard someone waxing lyrical about the importance of diversifying your portfolio across asset classes and wished you knew what on earth they were talking about? Check out our plain-language guide to common investing terms, and you’ll be holding your own in no time.
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Resisting temptation

2/07/2018
Human beings have developed language, conquered gravity, and made the most of our opposable thumbs. What we’re not terribly good at though, is overcoming our own worst impulses – particularly as investors.
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Clarify your client service approach

10/04/2017
When you’re clear about what you believe and what you offer, it sets you apart from the competition. That clarity helps your clients to “know what they’re buying”.
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Top 5 practice management tips

10/04/2017
It seems that almost everybody has some generic hints or tips that either involve significant changes to your business or are so abstract that any value added is negligible. Bucking this trend, we offer the following five practice management tips that you could implement in your business tomorrow – and start realising the benefits immediately.
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Four characteristics of a winning adviser

16/09/2015
Tim Noonan, Russell Investments’ Managing Director of Capital Market Insights, has seen the best and worst business dealer group practices over his 25 years+ of consulting with Advice businesses globally. On his last visit to Australia he shared what he believes is the ‘Four key characteristics of winning advisers’.
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