Marketing

One of the more interesting learnings from the pandemic so far has been the varying methods of communication used by political, media and industry leaders alike. What becomes even clearer, listening to far too many press conferences, is how important it is to use words that resonate with your audience. Nowhere is this fact more…

The global outlook has turned murky once again. From going into recovery mode out of lockdown, economies around the world are on alert given the high transmission rates of the Delta variant. The Delta variant, which accounts for more than 90 per cent of COVID-19 cases in the United States, has picked up new mutations…

Listening into a webinar this week, there was an extensive discussion about the fact that very few, if any, financial advisers in the industry are pricing their clients appropriately. The theme of the discussion may well be right; however, the fact that it was delivered by a number of ‘experts’ who were unlikely to have…

High-net-worth (HNW) investors are the holy grail for any competent financial adviser. These are typically educated, experienced professionals and business owners who are seeking to establish long-term relationships and trust the adviser as an expert. Naturally, attracting these clients to your firm consistently is highly competitive and extremely difficult. As is typically the case, despite…

More high-net-worth (HNW) investors are open to receiving financial advice than a year ago, but they are yet to do so, according to the latest report from Investment Trends. There were an estimated 485,000 such investors on September 30 last. The report, the 13th in the firm’s annual series, is billed as the largest of…

Every advice firm is interested in growing its business – in tapping-into the addressable market. But what is the advice market? Is it those that receive financial advice today, or is it those people who are not receiving advice, but should (or at least) could receive it? The ASX-listed investment platform and wealth management fintech…

Summary: There has been a rapid and large-scale shift across many industries towards working remotely. Organisations are investing in remote working technology and infrastructure. The popularity of virtual communication platforms has surged. COVID-19 took the world by storm, bringing economies to their knees, schools deserted, shopping centres empty, entire sectors were closed as people were…

I’m not sure about you, but it took me at least a few weeks into the first lockdown to really become comfortable with video-conferencing and engaging with clients in new and unique ways. If you still haven’t embraced the change, perhaps stop reading now…..With the initial hurdle passed, it’s time to move on to the…

We’re in the second week of reporting season and it’s been a mixed bag of results.

Positives all round, JobKeeper extended, RBA bearish The ASX 200 (ASX:XJO) finished the week 1.3% higher after gaining 0.6% on Friday. Materials (4.4%) and Energy (4.9%) were the standouts as commodity prices remained in a sweet spot of surging demand but supply chains struggling under COVID-19 restrictions. The Federal Government extended its JobKeeper program to…

The ASX 200 Index hit a high of 7,197 points on the 20th Feb before falling all the way down to 4,402 points on the 23 March 2020. A 38% drop from top to bottom.

What we have learned from the Covid-19 crisis