Asset based fees – a thing of the past
- Published on 26/09/2012
- in Category News
Summary: Over 60% of today’s wealth customers expect to pay flat fees, yet the industry overwhelmingly charges asset based fees (only 11% feel this is appropriate). This was probably a more comfortable approach for advisers when transitioning from commission to fee based compensation and probably easy enough to rationalise to customers moving away from commissions […]
Read MoreDisagreeable, disorganised & transactional
- Published on 26/09/2012
- in Category Customer Experience / News
“No business can thrive unless it has a clear idea of who its potential customers are. The Professional Planner/Customer Champion wealth segmentation project has identified the clients of the future.” Hit the link above to download and read the Professional Planner cover story on our segmentation study. Professional Planner July Issue – Segmentation Cover Story
Read More“Demystifying Social Media” – A Useful Framework
- Published on 25/06/2012
- in Category News
This article is a must read for those who want to stay ahead of the pack on the commercial application of social media. McKinsey notes that most firms are active in social, but few have a clear plan and spend is low. They put this down to a lack of understanding of the commercial applications […]
Read MoreTaking the PC out of “community”
- Published on 29/04/2012
- in Category Brands & Marketing
Finally an article that talks tangibly to what people might mean when they refer to creating a community around their brand. Mostly 101 but not seen it pulled together in this way before – worth a read.
Read MoreThe social network imperative for bank marketers
- Published on 05/03/2012
- in Category News
Virtually all banking marketers will be active in social media this year, yet according to Accenture, most feel unprepared and are overwhelmed by the challenges and associated risks. Targeting the uninitiated, this introductory piece provides guidance on how to be successful in “social”. The article top-lines the uses of social, the challenges and a method for […]
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