the latest technology trends, advice for advisers + tips to get your business performinG

  • Getting staff excited about technology

    Getting staff excited about technology

    Technology - staff either love it or hate and there is very little in-between. Chances are, if you are reading this article, you already have a love affair with technology and are searching for a solution to get your staff on board. To be fair, for many staff who feel …
  • Email marketing: 5 tips to avoid common marketing misconceptions

    Email marketing: 5 tips to avoid common marketing misconceptions

    Digital marketing can be a complex operation to understand and implement effectively. There are a number of common misconceptions and oversights which hinder an effective marketing strategy. Today’s post focuses on email marketing. Less is more: It’s easy to assume that more content in your marketing collateral equals more engagement …
  • Estate Planning How To – working with solicitors

    Estate Planning How To – working with solicitors

    Estate Planning How To: working with solicitors Implementing an effective estate planning engagement process often produces a significant number of referrals to solicitors. The key is adding value for your client, as well as being appropriately compensated for your work. From discussions with numerous advisers and accountants over the years, …
  • Solving real problems for the community sector

    Solving real problems for the community sector

    Need to automate your processes? It can be simpler than you think The introduction of individualised funding to the community sector has brought with it a whole new level of complexity. For service providers and plan managers, this complexity is being felt in all areas of their operations from client …

The ‘digital dinosaur’. A new term I've coined for a business person who has relied heavily on word-of-mouth (WOM) referrals to grow their business instead of capitalising on digital opportunities.

Growing advisory revenue in your firm not only makes it more profitable, but also frees you from competing on price. You win and secure more desirable clients, strengthen client relationships and increase referrals...

At MYP, we work with people and organisations across many industry sectors. One of these is the professional services industry (accountants, financial planners, consultants, lawyers). A key challenge faced by this group...

If you're on the hunt for a new CRM but need help knowing what to look for, go no further. Here are 6 features your new CRM must have. If you find a CRM that ticks all these boxes - it's a winner...

From the outside, organising a corporate event looks like a pretty simple and fun job to do – after all, you just need to organise a venue and some food, right? Planning an event is always an undertaking, no matter the scale. There’s a lot to think about...

You've got mail. What makes you open it? Is it the catchy headline? Perhaps it's from a trusted sender? Or maybe it's a combination of factors. Do you actually read the whole email before closing? If you want any chance at making a dent in the EDM space...

What’s in? What’s out? What’s next? It’s a hell of a job staying on top of the latest website trends (or most trends for that matter). Well, it’s lucky you have us! We’re going to let you in on some of the latest principles behind web design that are...

If you Google ‘business systems’ you’ll be faced with 43,600,000 results. An incredible amount of information for one to process, don’t you think?

 

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