How an established Private Wealth firm used marketing to attract a new type of client

Collins House is an advice firm that has been an early adopter in the online direct investment space. In this article, they share valuable lessons they've learned while building a digital investment solution to complement their traditional advice business and discuss how they are positioned for their next growth phase.

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How an established Private Wealth firm used marketing to attract a new type of client

Ravi Verma

Head of Distribution

OpenInvest

Australia

December 9, 2022

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From believer to sceptic: How well do you know your socially responsible clients?

In Netwealth’s Investing for good white paper we identified the different advice needs of four different Australian segments when it comes to responsible investing. Here’s more about the four segments we identified.

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From believer to sceptic: How well do you know your socially responsible clients?

Andrew Braun

General Manager - Marketing

Netwealth Investments Limited

Australia

December 4, 2022

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How I acquired 11 clients in 45 minutes from a joint venture partner

You all know I love social media to grow my business … but it can be slow as it takes a while to build up that know-like and trust factor (still, I am a big fan as last year I welcomed nearly 100 clients in my financial planning business and all from our socials)

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How I acquired 11 clients in 45 minutes from a joint venture partner

Adele Martin

Certified Financial Planner & Founder

My Money Buddy

Australia

November 24, 2022

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Bonds look attractive in the current economic climate

It’s no secret the bond market has been volatile this year, as rising rates and inflation have led to large sell-offs. But with higher yields across maturities, the case is now stronger for investing in bonds.

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Bonds look attractive in the current economic climate

Clayton Daniel

CEO

Ensombl

Australia

November 24, 2022

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How to Use the Valuable Treasure-Trove of Data You Collect to Improve the Client Experience

Technology has reshaped the customer experience in almost every sector. Digital first attackers continue to enter markets with radically new offers, disrupting the ways that companies and customers interact and are setting a high bar for simplicity, personalisation, and interactivity.

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How to Use the Valuable Treasure-Trove of Data You Collect to Improve the Client Experience

Matt Heine

Managing Director

Netwealth

Australia

November 11, 2022

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Why we’re facing the ‘Age of Confusion’

Welcome to terra incognita, a new era in which the certainties that a generation of investors have grown so used to have started to crumble before our very eyes. Confusion has taken center stage on financial markets.

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Why we’re facing the ‘Age of Confusion’

Peter van der Welle & Laurens Swinkels

Peter van der Welle, Multi-asset Strategist & Laurens Swinkels, Head of Quant Strategy

Robeco

Australia

November 11, 2022

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Investing in, and For, the Future

When we think of investing, we generally think of generating profit. This profit comes from companies maximising their return on investment – sometimes at the cost of environmental, social or other factors. In recent years, however, there has been an increasing movement toward investing that maximises profit whilst also taking into account corporate social responsibility across environmental, social and governance concerns.

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Investing in, and For, the Future

Damien Otto

Group Executive - Sales & Distribution

Futurity Investment Group

Australia

November 4, 2022

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Process Improvement Theories to Nail Your Cost to Serve

Pricing of advice is a subject that is frequently on the minds of financial advisers and a hot topic in the XY community forum. And rightfully so, given its importance to the sustainability of advice businesses.

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Process Improvement Theories to Nail Your Cost to Serve

Clayton Daniel

Managing Director

XY Adviser

Australia

November 4, 2022

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What happens when referred leads don’t fit your advice delivery model?

When a well-established private wealth firm identified a gap in its service offering, it wanted to lead the way in offering innovative solutions to a new group of clients.

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What happens when referred leads don’t fit your advice delivery model?

Ravi Verma

Head of Distribution

OpenInvest

Australia

October 30, 2022

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Five Consumer Trends Impacting Advice and Your Selection of Technology

Technology is increasingly seamless as it integrates with our daily activities. Now, when we encounter a digital experience that isn’t smooth, it can be deeply jarring and disconcerting.

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Five Consumer Trends Impacting Advice and Your Selection of Technology

Matt Heine

Managing Director

Netwealth

Australia

October 29, 2022

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