With change comes your chance to innovate
A collection of guides and articles designed to help you tackle the changing environment with innovation.
Are you ready to see wealth differently?
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.
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.
Best interest duty & platform advice
Explore why you need to look beyond price to meet your client needs and legal obligations when it comes to platform selection.
Managed accounts during volatility & beyond
Learn from four wealth professionals how managed accounts can enhance your client value proposition during volatile times and beyond.
How to attract & retain high new worth clients
Explore seven strategies to evolve your service offering and attract more high net worth individuals as clients.
Your own AFSL - What you need to know
Understand the benefits, challenges and tips for businesses looking to self-licence, and how to apply for your own AFSL.
How to choose the right dealer group
Identify the key criteria for assessing which dealer group you should join, and why price should be the least important factor.
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 an award-winning platform which is ranked first for overall user satisfaction*.
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.
2019 AdviceTech Research Report
Understand the tech gaining traction and benchmark your business against your peers using usage rates across 26 AdviceTech categories.
Platforms - the original fintech
Platforms continue to evolve as specialist providers gain a bigger slice of the pie. Understand the trends shaping the industry.
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.
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.
Why you need a compelling value proposition
To succeed in any business you need to clearly and succinctly articulate the reasons clients should engage your services or invest in the products you recommend.
How to articulate the value your business delivers to clients
We explore the key questions you should ask yourself when building your value proposition to ensure your areas of expertise intersect with your clients’ needs and problems.
How to write a compelling value proposition
Step-by-step guide to writing a statement that articulates your value clearly and concisely - exploring the format to present it in and how to ensure it's authentic and appeals to your audience.
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.
Simple and effective marketing techniques for advice practices
How to grow your client base and keep your existing clients using these simple and effective marketing tactics.
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?
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.
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.
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.
Outside the super square
With change comes the chance to deliver better client outcomes
In March 2019 we toured Australia with Challenger and Invesco Consulting to present superannuation, retirement and communication strategies to over 650 advisers.
Discover some of the different thinking that was shared from the event.
Licencing options for advisers
With shifts in customer expectations and technology disruption, some advice businesses are considering new licencing arrangements. Here we explore the challenges and benefits of different licensee structures.
Cultural compatibility is key when choosing a new dealer group
Once you've assessed your business compatibility with a dealer group in terms of products, market positioning and your client type, ensure you then delve deeper into questions of personal and cultural compatibility.
How to decide if self-licensing is right for your business
The decision to become self-licensed should not be made lightly - here are some benefits and challenges that come with obtaining your own AFSL.
Price – the least important factor when choosing a new dealer group
Too often advisers choose to join a dealer group based on the sole criterion of price, however it is invariably a short-sighted perspective - we explore why.
Applying for an AFSL? Here’s what you need to know
We outline key questions to ask yourself before delving into your AFSL application and also provide an overview of what to expect from the application process.
Would you like to learn more about our products and services?
We would love an opportunity to chat. You can contact us on 1800 888 223, or email us at contact@netwealth.com.au.