JOIN ADVISERVOICE LOG IN NEWS FASEA CPD INVESTING BUSINESS EXCELLENCE RESOURCES ARTICLE LIST Everything from Shane Moore Google+ for Financial Advisers From Shane Moore Have you heard of Google+? You’d be forgiven for not having heard of this latest social network, but it could be a great tool for your financial planning business. There was a time when Google was a simple – albeit very effective – search engine. Over the years it has evolved, and right now we continue reading 12 Jul 2012 0 comments Share How penguins can help advisers From Shane Moore Have you noticed any changes in the performance of your firm’s website over the last few weeks? If you have, then for better or worse you probably have the penguin to thank. Late last month Google released its latest algorithm changes which affect the way that websites appear in search results. Following their last major continue reading 09 May 2012 0 comments Share Benefiting from the latest Google changes From Shane Moore We should all know by now that website content is important for our visitors as well as the search engines, but recent changes by Google could give smart financial advisers an advantage. The online space is getting more competitive every day when it comes to financial services websites. There is competition from other financial services continue reading 10 Nov 2011 0 comments Share Tips for financial advisers buying internet leads From Shane Moore Internet leads require a completely different approach to leads provided by referral partners or existing clients. When receiving leads from referral partners you are generally not competing against anyone else for the business. Instead the referral partner has identified a potential need, and it is your job to explore that need with the general target continue reading 25 Oct 2011 0 comments Share Does your website benefit your ego or your business? From Shane Moore Over the years I’ve had plenty of advisers tell me that websites just don’t work for financial advisers and planners. When I ask them why, they’ll generally tell me about their website which cost them thousands of dollars yet hasn’t delivered a single lead. After such an encounter, I’ll always make the effort to check continue reading 21 Sep 2011 0 comments Share Online enquiry forms From Shane Moore As a financial adviser, why do you have a website? Some of you will say it’s about branding or profile building, but ultimately it is to attract leads. Once your website has gained the lead, then it’s your job to convert that lead into a happy – and profitable – client. Getting prospective clients to continue reading 15 Sep 2011 0 comments Share Shane Moore: 10 Ways to Improve Your Financial Advice Business Today From Shane Moore 1. Get a Website This one is the most obvious of all. If you don’t have a website, you are wasting possibly the biggest opportunity available to bring in new clients as well as engaging your existing clients. Websites can also save time. Instead of clients calling you every time they need a fax number continue reading 24 May 2011 0 comments Share Niche Marketing and defining your perfect client From Shane Moore Niche Marketing “When I first started my financial planning business I had a dream of being all things to all people.” “I thought I’d be helping a carpenter on Monday with his income protection, and a doctor on Tuesday with his investment portfolio.” “I set up a fantastic website which contained loads of articles and continue reading 23 May 2011 0 comments Share EARN CPD POINTS CPD: Credit risk versus interest rate risk The concept of diversification has long underpinned modern portfolio theory [...] CPD: Digital spring clean - a practical toolkit for advisers to improve their digital effectiveness Get a broom, then Google yourself The comprehensive digitalisation of [...] CPD: Retirement Income Covenant - background, adviser implications and trustee checklist Introduction As the ageing of our population continues to accelerate, [...] CPD: SDG investing deep dive - understanding consumer motivations and the evolving societal and policy context The Responsible Investing context On a global level, the increasing [...] CPD: Ethics and the use of listed investments and securities The upsurge in listed products continues unabated as the share [...] View more CPD search About us Contact us Privacy policy Terms Site map Feedback and suggestions Advertise Copyright © 2021 AdviserVoice PTY Limited. All rights reserved. ABN 17 145 288 375 Reproduction in whole or in part in any form or medium without express written permission of AdviserVoice PTY Limited is prohibited. Site design and development by sixfive.