Advant Group

Brand reputation is a high priority for prospect clients so by adding Google and Facebook reviews to your website, you could:

- Improve and increase your 💪

- Create a positive first impression 👌

- Increase online visibility in search rankings 🧐

- Cost-effective marketing – word of mouth 🤝

If you want to showcase your business and build a positive reputation within the financial services industry using Google reviews, speak to us today.

Contact us on 03 9416 0655 to find out more.

Trevor Battersby, Founding Partner at TPD Claim Support had a great experience using Advant to set-up and host his new website. Creating positive experiences for our clients is what we strive for.

Discover 🧐 the difference between a customer lifecycle plan and customer service in our most recent blog and why they are two distinct strategies. 👀

Customer lifecycle plan – it’s more than customer service - Advant Group - Financial Services Content Marketing Suite A customer lifecycle plan encompasses much more than just customer service. It’s a strategic approach that considers the entire journey a customer goes through with your business – from initial awareness to long-term loyalty. Customer service and customer lifecycle management are related but ser...

This statistic shows the growing need for in Australia and with a growing number of clients, so will the customer service expectation from each client.

While client meetings are vital to the adviser/client relationship 👥, so is every client touchpoint in between. Clients are expecting more these days, so having a plan 📝 in place is integral to fostering positive client relationships and providing more value ⭐than clients expect.

At Advant, we create content that is written specifically for financially advised clients. Whether it’s articles for newsletters 📰 or posts for social media 📲, we can help.

To find out more, visit buff.ly/3Ihz3RN

While social media is becoming increasingly popular as a client communication channel, the humble is still king 👑

Newsletters can:

✅ Increase

💎 Build reputation and recognition

🚦 Increase website traffic

👨🏻‍🎓 Establish you as an industry thought-leader

If you don’t have the time to write multiple articles each month or create client newsletters, get in touch today. Call us on 03 9416 0655.

🤝 Helping clients achieve their financial goals is one of the most important aspects of a financial adviser’s job but it’s not the only one.

🎯 While setting financial goals is fundamental, taking a holistic approach to the relationship can make a difference to each and every client’s financial journey.

With the recent increase ☝️ (or ⬆️) to the , educating clients on why they need to be engaged with ongoing performance of their is key.

If you’re looking for content that will help to keep your clients informed of the ongoing changes to the and thresholds, contact us today.

Call us on 03 9416 0655

🏠 Aged Care is a topic that can be difficult for some families to discuss openly, so we have made it easy.

📰 Our newsletter provides articles that are relevant to those who may be thinking about transitioning into Aged Care and their families.

If you’re interested in sending an Aged Care newsletter to your clients, contact us today on 03 9416 0655 to find out more.

Here’s another great testimonial from one of our clients, Carla Cosgrove – Principal Financial Adviser at Astute Wealth Solutions.

Being open to using different with clients should be part of your overall communication strategy as different generations prefer to receive information in different ways.

Let us know what client communication channels you use with your clients 📢?

Reviewing your website regularly should be part of your ongoing marketing strategy as it is your sales tool – 24/7.

Your website should be a:

🧲 - lead generator

📞 - office assistant (book appointments)

📚 - education centre, and

🗣️ - customer service provider.

If your website isn’t doing any of the above, it might be time to speak to us about making your website your number 1 marketing tool.

What are the main features you want in a website?

Contact us on 03 9416 0655 today.

With a record number of home loans being written through mortgage brokers, it’s important to keep your clients up to date with what’s happening in the property landscape.

Our quarterly Mortgage Broker newsletter will be available on 14th August.

To keep your clients informed of the latest property insights, contact us on 03 9416 0655 today.

Knowing clients may use other sources to search for information about their finances, having a client communication strategy in place can help to keep YOU top of mind, so clients come to you for advice, rather than go elsewhere.

To help you stay top of mind with your clients, we produce informative content that can be shared in newsletters, website blogs and on your social pages.

Speak to us today on 03 9416 0655

Having a blog page on your website can do much more than you think. They can:

- Turn visitors into leads
- Educate and inform clients
- Creates brand awareness
- Builds trust
- Drives engagement

We produce ready-made blog posts that can be added to your website weekly and can be shared to your social pages automatically.

Contact us on 03 9416 0655 to find out more.

Sometimes websites can be considered the ‘poor cousin’ when it comes to marketing tools and strategies, however, they play a very important part in showcasing your business and its services.

To find out more about why you should update your website regularly, read our latest blog.

Looks do matter. Breathe new life into your website. - Advant Group - Financial Services Content Marketing Suite Like fashion, website trends come and go and while you may not need to create a new website every year, as a minimum, you should review the content on your website annually to ensure it still represents who you are, is compliant and all of the information is correct and up to date. Here’s ... Read...

Advisers play a central role when it comes to making clients’ retirement dreams a reality.

Client education should coincide with a retirement planning strategy.

If you don’t have the time to create educational content to share with your clients, speak to us today.

Call (03) 9416 0655 to find out more.

Social media is becoming an increasingly popular marketing channel for advisers.

It’s a great educational tool that can create a positive impression and allows you to explain your service offering in a cost-effective way. You do need to ensure your content is compliant and doesn’t cross the ‘advice’ boundary.

We produce social content specifically for financial advisers, that is compliant, so you don’t have to worry.

To find out more, contact us on 03 9416 0655.

Putting yourself in your clients’ position can help you gain insight into what it is they expect from you as an adviser.

Customer service is much more than managing your clients’ money. It includes regular communication throughout the year, not just when an annual review is due.

If you’re looking for topical articles to help you add more value to your clients, as well as keep them engaged, contact us today.

Call us on 03 9416 0655.

Financial literacy is lacking in Australia. Many Australians don’t pay attention to what’s happening with their super.

With the recent superannuation changes that came into effect on 1 July, now is the time to consider reaching out to a new audience through social media.

Our social content is created with your clients in mind. The posts are informative and educational and targeted to all client demographics.

To find out more, contact us today on 03 9416 0655.

With this statistic in mind, it is one example of how educating clients about certain decisions in their life can affect their financial position in retirement.

If you don’t have time to write articles for your clients, speak to us today. We have an extensive library full of topics that are relevant and informative for clients of all ages.

Speak to us today on 03 9416 0655

At Advant, we understand that creating content for your clients is time-consuming and knowing what channels will work can be difficult.

If you don’t have the time to write articles, create email notifications, or produce content for your social pages we can help.

We create content that can be used across different channels, and it will help save you time so you can focus on what you do best – spend more time with your clients.

Contact us on 03 9416 0655 to find out more.

Mid-way through the year is an opportune time to reassess the goals you set at the beginning of the year.

If you’re not on track to achieve your goals, we’ve outlined ways to get back on track.

Reflect, reassess, refocus, reset - Advant Group - Financial Services Content Marketing Suite We’ve nearly reached the halfway mark for 2024 so if you set yourself personal, professional or business goals at the beginning of the year, the new financial year can be the perfect time to review and reassess each of these to determine whether you’re still on track to achieving them or whether...

If you haven’t reviewed your website in quite some time, it may not be working as hard for you as it should.

Your website should be doing a lot of the ‘heavy lifting’ when it comes to promoting your business.

We have website templates to suit all businesses and budgets.

Speak to us on (03) 9416 0655.

How you communicate with clients is vital when it comes to nurturing and retaining client relationships. It’s important to consider what channels will work and how often you should connect with clients.

Call (03) 9416 0655 to find out more.