Paul Meleng at EthicalSuper.com loves to write articles for his clients. He has so much enthusiasm for the ethical investment market its contagious. Of course Paul offers a full range of financial advice services, but our SiteExpress website has given him the platform to really connect with his clients and keep them connected to his business. [...]
New client’s Total Clarity Group have gone for a very clean and simple website approach. Principal’s James Willis and Nic Andrews didn’t want to have their website cluttered up with lots of graphics and text. They preferred to send some strong messages matched with the right images to capture the style of their advice practice. [...]
MCM Wealth Management is one of the new breed of financial advice groups! Leading the way with their clear, simple, fee-for-service advice model. Mr Elias Morales, MD of MCM was looking for a professional website that instilled confidence in prospects and offered value to his clients – his answer: AdviceConnect’s SiteExpress and Folio solutions. Mr [...]
Just-Ezi, Australia’s premier car insurance comparison site launched earlier this month with great success. Powered by AdviceConnect’s Fusion platform the site shows car insurance shoppers who their top 10 cheapest options for car insurance are, and to link to those suppliers. Just-Ezi’s car insurance calculator asks only 5 fields – Make, Model, Year, Postcode and [...]
This week marks the first month of the new Industry Funds Financial Planning web site featuring a whole swag of our AdviceConnect platform tools! Industry Fund Financial Planning is a part of IFS – Industry Fund Services – Australia’s leading provider of specialist financial products, services and support for industry super funds and their members. [...]
The zero commission legislation coming into Australia will now put the burden on the banks to provide low cost advice alternatives themselves. Zero commission means that it is just not possible for the face-to-face adviser market to provide advice to any but the high end of the market. And that is OK too, because for the [...]
In technology, 18 months is a generation of time (look up Moore’s law). Hence we can write this post as a three generation veteran of low-cost advice (for non-geeks, that is since 2007!). Over that time we know that: advisers only target the top 20% 80% of the market are without financial advice banks are [...]
At the end of the day, there are only three channels to customers: Face-to-face, phone or web. Traditionally financial institutions have done a great job of face-to-face advice with third party advisors, brokers and agents and the branch network. Phone based is primarily used for existing account enquiries or outbound telesales, and the web is [...]
