With change comes your chance to innovate

A collection of guides and articles designed to help you tackle the changing environment with innovation.

Thinking about the future? 

This rapidly evolving financial advice industry gives you a chance to do things differently – whether it be enhancing efficiency via new technology, re-evaluating a business proposition, or revisiting a current business structure.

We’ve developed a suite of resources to help you navigate this changing landscape – our Change/Chance Series. This selection of guides and articles delve into topics that are front of mind for advisers, now.

Learn how to clearly and succinctly articulate the reasons clients should engage your services or invest in the products you recommend.

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Identify the key criteria for assessing which dealer group you should join, and why price should be the least important factor.

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Benefits, challenges and tips for businesses looking to self-licence, along with how to to apply for your own AFSL.

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Strategic planning resources

Your clients need to understand what you do, the benefits of your advice, the quality of the financial products and services you offer, and how these products and services align with their needs and preferences. These resources explore how to create your value proposition, and how you can expand and evolve it to meet your client's needs. 

 

How to build your value proposition

Learn how to clearly and succinctly articulate the reasons clients should engage your services or invest in the products you recommend via your value proposition.

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Taking financial advice to the whole family with at-home and at-school solutions

Advice can extend beyond its adult clients to help future generations of Australian kids become financially capable. Here are six tools which advisers can align themselves to.

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Technology to enhance business efficiency

Technological advances and changes in consumer expectations have led to new solutions that are helping advisers improve client engagement, ease compliance burden and realise new efficiencies. Explore the different AdviceTech making waves in the financial advice industry.

 

Executive guide to managed accounts

Understand the role managed accounts can play in your business and the important factors to consider prior to their implementation.

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2018 AdviceTech Research Report

Understand the tech gaining traction and benchmark your business against your peers using usage rates across 26 AdviceTech categories.

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Platforms - the original fintech

Platforms continue to evolve as specialist providers gain a bigger slice of the pie. Understand the trends shaping the industry.

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Why advice businesses shouldn’t be afraid of AI

Artificial intelligence technology combined with a human touch may just be a turning point for advice businesses.

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With change comes your chance to use award winning technology

In this changing financial advice landscape comes your chance to access the latest technology and innovations. Discover the #1 ranked platform for functionality and overall user satisfaction*.

Netwealth adviser solutions

Simple and effective marketing techniques for advice practices

How to grow your client base base – and just as importantly – keep your existing clients with effective marketing tactics and close attention to your customer experience. 

 

Removing customer friction from the financial advice process

If you're competing against the world’s customer experience experts, what can you learn from them about removing friction? And how can you apply that to your advice practice?

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How a busy financial adviser can turn limited time into marketing success

Simple yet powerful techniques to help you develop a marketing strategy and tactics to grow and retain your customer base.

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How client feedback can change your advice business for the better

When was the last time you booked a restaurant without viewing online reviews? Learn about the power of online reviews.

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Why the customer journey is so important for business

How can you match the world’s customer experience experts? A starting point is to understand the customer journey of your typical advice customer.

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