Marketing words for financial planners

Two simple words that help people say 'yes' to financial advice

There’s a lot of Aussies who know they need to do something about their money situation. But they also feel embarrassed about where they’re at. There’s shame, guilt, regret. A sense of failure.

That makes it very hard to ask for advice. But there’s something you can do to help.

"Everyone needs a financial planner" is a trust killer

There’s a piece in the trust equation, around how we communicate in the financial planning industry, that's missing. And that missing piece, what we say or don't say, and what we do or don't do, has a big impact on what people think.