Why your website meta data might be stopping new clients finding you

Amongst savvy marketing and web design folks, meta data means a lot. Yet to many [...]

Free Factsheet Template – Help with the Covid 19 Crisis

Dear AM WEEK Blog Readers, Late last week Amanda Pond of Puddle 2 Pond Financial gave [...]

RC talking points for independent and non-aligned financial planners

It takes 20 years to build a reputation and five minutes to ruin it. If [...]

Automation Versus Client Service – Get the Balancing Act Right

Now more than ever financial planning, accounting and other professional service providers are looking at [...]

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Graduates can fill the advice gap, as Baby Boomers retire

I recently had the opportunity to speak with Alisdair Barr, Director at Grad Mentor. Grad [...]

Robo Advice – Hardly ‘Skynet’… more like DIY

Much is being made about Robo Advice in the financial trade press for financial planners [...]

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Client research and reviewing your advice and service

Guest Blog Post by Nathan Williams Managing Director, Customer Return For many financial advisory firms [...]

Don’t follow the flying kangaroo with your own customer service

I recently had a concern with Qantas following a flight from Melbourne to Sydney and thought I [...]

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