Tag: Financial Planner

Many financial planners rely almost entirely on referrals for new business. While positive word of mouth has value, depending only on referrals frequently brings challenges that get in the way of true growth. Patterns in the Australian advisory market reveal that, without a scalable marketing system, even the most diligent practises often struggle to sustain momentum. Understanding why financial planner referrals are not enough and how modern marketing systems can multiply results helps advisers take a step towards sustainable client acquisition.

In truth, I have no risk management solution in place. My glass is half full, I am the eternal optimist and there is this underlying belief that 'everything will be alright'. 

So, when COVID hit, I thought it would pass. A few weeks of hysteria and then we would be back to normal. A small bump in the road.