More and more businesses are incorporating chat boxes into their websites. Clients love both the immediacy and the personal connection. A real human being standing by to answer your questions sure beats an email. There’s no doubt that chat boxes work well for both clients and businesses, but they’re a big commitment and need to be well managed. Read on […]
Who owns your LinkedIn profile?
We’ve recently presented a few workshops on ‘Social Media and the Law’. For many attendees, one of the hottest topics has been the ownership of personal LinkedIn pages. Have you ever considered that your LinkedIn profile (along with your password and connections) could actually belong to your company? We kid you not…
In the […]
Stories make the world go around. Whether you’re marketing a leading financial brand to a national audience or merely trying to persuade a client that they need more offshore exposure, your task will be a whole lot easier if you can master the art of financial storytelling. Fortunately, it’s not rocket science. Read on for the how …
Contrary to what […]
“All it takes is one new insight or idea, strongly acted on, to take you to a completely different place” – Robin Sharma
Very few financial planners have a relationship with a business coach, one of the reasons being that there’s the belief that coaches are really an unnecessary expense and professional people should be able to work things out for […]
Whether you’re sending out a newsletter, crafting a social media post or putting together an infographic, your content must add value to your clients’ lives. This means steering clear of spreadsheets and graphs in favour of clear, concise writing that’s packed with relevance to your clients’ lives. Read on for the one, two, three of successful financial writing…
Imagine you’re […]
We recently presented seminars on the use of social media in a compliant manner in the financial services industry. Read on for a quick synopsis of the main legal takeaway points and the benefits of social media policies.
Freedom of speech is not an absolute right
Freedom is one of the most important pillars of democracy and we all value our […]
Chances are you haven’t given much thought to how FAIS, POPI and the Employment Act relate to your employees’ social media use. Recent lawsuits show, having an active social media policy is an absolute must for all financial service providers…Big or small.
The use of social media is an excellent marketing tool if used wisely, but in the wrong hands, […]
We celebrate a successful first year in business as specialists in financial services marketing.
It’s hard to believe that our successful first year draws to a close. We’re proud to be working for Prudential Investment Managers, Kanan Wealth, Private Client Holdings, Personal Finance magazine and FNB on an ongoing basis and on an inspiring project for Coronation.
Our growing team of writers […]
What can we learn from the article on Game of Thrones and investing
How to get your video to go viral