So many of us seem consumed with success – especially in a social media driven world where we log on to any platform and are inundated with how ‘successful’ everyone seems to be. If it’s not our friends, it’s our old mates from school. If it’s not them, it’s an advert or an article for...
Building credibility, online, is key for every professional. Especially a consultant and/or entrepreneur. You have to communicate and prove your worth to potential clients. As a financial planner, your online brand needs to prove your worth to prospective clients. You can do this through creating a solid online brand and extending it with your LinkedIn...
I am not a financial advisor – so I could be completely wrong in my view here. I could also be missing several other elements that you may feel are more important, and if that is the case, please DM me. Let’s all learn and grow together! After reading that first paragraph, you may think...
I don’t work harder because I’m a woman; I work harder because I know I’m making a difference and that inspires me. I came into this industry fresh out of failing in my first business; a coffee shop on the beachfront. I was warned that it would be hard, but I loved the way people...
Looking for something to say to your clients ahead of the new week? If you’re on our Contatto package, you’ll get a brand new blog for your website every week (we upload and publish) and a monthly newsletter created and distributed to your clients on your behalf (we do all the work too!). If you’re...
There’s a conversation that does the rounds every 10 to 15 years in investment savvy circles; Cash vs Equities – which is better? When markets are rallying, equities hold to their promise of higher returns than cash; when markets take a knock, cash suddenly appears to have been a hidden gem that could even outperform...
I take a deep breath and dive in. Ironically, this is how I feel before most meetings with a potential client. It’s hard work meeting so many new people every week. It’s even harder trying to get referrals so that I can see so many people. I’ve already seen 11 clients/prospects this week and it’s...
Article highlight: Three areas where financial advisors need to be engaging more with their clients Click here to read it now. ———- The autumn chill is clinging to my jeans as I walk up to the coffee shop, silently hoping for a table inside so that I don’t have to shiver my way through this...
I can’t remember everything that she said, but I remember how she made me feel and I knew that I wanted to see her again. As I picked my way through the busy lunchtime crowd at Tasha’s I was reminded of what it is to be a woman in South Africa (well… everywhere I guess?)....
I’m not a financial planner, but I help them communicate online. I have also only read Momentum’s press release on their recent reputation crisis. I had two options – either I help my clients prepare a message, or I leave it. I chose to leave it… and here’s why; this is a highly polarized event...