Practice Growth
Client management strategies for Australian advice practices, covering segmentation, service models, and engagement.
The wrong clients cause more burnout than the workload ever will
Financial adviser burnout has less to do with hours worked and more to do with who advisers agree to work for. The instinct to say yes to every prospect is...
Why client segmentation breaks, and how to build one that lasts
Most client segmentation models fall apart within eighteen months. Four practice scenarios show why revenue-based sorting fails, how cost-to-serve pricing...
Segmentation: the cure for financial adviser burnout
Adviser numbers keep falling while client books keep growing, and financial adviser burnout is the result. Segmentation isn't a retreat from care, it's the...
Client communication for financial advisers: Where trust is won or lost
Trust is what all advisers seek, but without effective communication, it's very difficult to attain.
Designing a signature client experience: mapping every interaction that matters
The research is clear: client loyalty is not accidental. A high-quality experience, backed by consistent messaging, is what keeps clients engaged for decades.
Client segmentation: The key to efficiency, scale and satisfaction
Client segmentation across communication and experience could be the key to achieving scale, efficiency and satisfaction.
Trust, truth and time: Why advice still starts with human connection
Built on trust, truth and time, this piece explores how Regional Prosperity adviser Kane Leersen is winning clients in regional Australia by prioritising...
What the next generation of clients expects from their adviser
Trust still matters, but so do speed, transparency and tech. Learn the expectations reshaping advice, and how to meet them without burning out.
From protection to empowerment: The evolving language of value in advice
Every few years, a report comes along that forces advisers to rethink how they articulate their worth. Russell Investments’ 2025 Value of an Adviser Report...
Clients want confidence, control – not just returns: Russell
While implementing an investment strategy that dovetails with an investor’s life goals is always critical, new research reveals they place at least as much...
Recession jitters? Why clients need to hear from advisers now
GFC. COVID-19. 2023… and now 2025? With recession fears once again dominating headlines and markets rattling investor confidence, financial advisers are...