Category: Uncategorised

What is HTTPS and how does it relate to your website?

We’ve all noticed in recent times that the URL of a number of sites now start with HTTPS rather than HTTP, but what does this mean? And why are Browsers now preceding a URL with words like ‘Not Secure’? In short, it means that data entered into a website, a ‘form’ for example, is not […]

Read More

Key areas where a planner delivers long-term results.

The fifth in our series of articles on how a financial planner adds value to a portfolio. The past four articles, all included in the article list on the website, have focused on the main areas of work a planner engages in to add the 3% extra value they can provide. This figure varies on […]

Read More

Part 4 – The major benefit of ‘behavioural coaching’.

One important part of a planner’s job, and what adds real value, is being able to keep their clients focused when times are bad. Part 4 in the value of financial advice series. The benefits from ‘behavioural coaching*’ by a financial planner is best demonstrated when managing market volatility. However, this task is often made […]

Read More

Behavioural Coaching and its contribution to financial planning.

Last month’s topic was “How a Financial Planner adds value to a Portfolio?”, a major component being Behavioural coaching.  The month before the topic was “The Value a Planner Adds to a Portfolio”.  This month the focus is on “What is Behavioural Coaching?”. There are many long-term investment charts that show how portfolio values increase […]

Read More

How financial advice helps create wealth.

An article based on a 16 year study by Vanguard Investments Pty Ltd. Last month I reported on a 16-year study by Vanguard Investments that found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time. The real significance of this is that you can have a finance professional […]

Read More

What a financial adviser can add to your portfolio’s returns.

Financial planning has seen significant growth over the past two decades because, as a rule, it works. Unfortunately, there are exceptions that have left the public’s perception of the industry in very poor shape. Even trust, the most powerful tool a planner has is diminishing. Given the following research I can’t understand why the industry […]

Read More

Why digital resources fail to deliver.

Websites can look fantastic and there is no shortage of suppliers of websites, portals, data analysis, one-off experts for SEO and social media. There is also no shortage of enthusiasm within practices. So why is it that few practices are happy with the results generated by their digital resources? Of recent times, we’ve asked our […]

Read More

How to make the most of referral partners

Referral partners are the second biggest source of new business for accountants. However, these groups lack the professional development and coordination to maximise returns. We can help. PlannerWeb works with groups of referral partners to develop the revenue potential of their client bases. Often referral partners include financial planning practices, accounting practices, law firms, mortgage […]

Read More

Financial Planning and Accounting practice case study: How to make digital resources work?

This client (who has some 15 staff across two offices) employs PlannerWeb’s premium digital marketing service.  They have tried for many years, using newsletters in the main, to supply more to their clients and to enhance communications and client experience.  The results have been poor and they feel readership, and therefore value, has dropped to […]

Read More

Why are articles better for developing client potential than Newsletters?

After years of comparing how practices use newsletters and articles to help develop the potential in their client base the results are more than interesting. Time and again newsletters do no more than transfer information to clients but in recent years clients have changed quite a lot. Newsletters may have been OK when they were […]

Read More

Select a Different Month

Blog Archive