Make money a family affair

By Hester van der Merwe CFP®, Financial Planner of the Year 2020, Financial Planner at  Ultima Financial Planners

Just as a ship’s captain is ultimately responsible for the wellbeing of those aboard his vessel, managing the family finances is serious stuff, strictly to be dealt with by the head of the house, right? Think again… This might have been the norm […]

2021-04-07T11:22:30+00:00April 7th, 2021|Financial marketing|0 Comments

The increasing need to own your story and media

Tech companies are warring with media houses, opinion is masquerading as fact and fake news is becoming ever more pervasive. Against that backdrop, it’s more important than ever before to take control of your own narrative and media.  

 What happens when trust and relevance when income depends on clicks

Financial planning is a business of trust but earning trust in […]

2021-04-07T10:52:27+00:00March 15th, 2021|Financial marketing|0 Comments

Turn off the hate and use social media for good

Ah, social media. Can’t live with it, can’t live without it. There are precious few industries where professionals can avoid social media altogether, but use it without moderation and it feels as if you’re constantly on the edge of having a nervous breakdown.

Even our own circles can’t be trusted. If 2020 taught us anything, it’s that the people we thought […]

2021-04-07T10:53:22+00:00January 27th, 2021|Financial marketing|0 Comments

5 things Dr Seuss can teach you about business and Covid

Children’s books aren’t usually the first place you’d turn for business advice, let alone tips for surviving a pandemic. But Dr Seuss is not your average children’s author. My children are all grown up now, but I’ve never forgotten how applicable his work was to the world of grown-ups. While paging through their old books, I came across five lessons […]

Website tip #10 for financial advisors: Run your website like a business

We all know that having a standout website is absolutely vital to get ahead. And it’s essential that you know how your website is being viewed. 

Here’s our tenth foolproof tip to take your site to the next level:

Run your website like a business

To really make your website work for you, you need to run it like a business. Set specific […]

2020-08-25T11:11:41+00:00August 25th, 2020|websites|1 Comment

Use storytelling to spice up your remote meetings

While lockdown restrictions may be easing, virtual meetings are undoubtedly here to stay. Telling stories won’t just make your virtual meetings a more pleasant experience…It’ll also dramatically boost productivity, cohesion and morale once everyone’s logged out.

COVID-19 has proved that virtual meetings have a lot to offer the business world. But the novelty can wear a bit thin, especially when you’re […]

2020-08-21T11:26:56+00:00August 21st, 2020|storytelling|0 Comments

Website tip #9 for financial advisors: Track your progress

We all know that having a standout website is absolutely vital to get ahead. And it’s essential that you know how your website is being viewed. 

Here’s our ninth foolproof tip to take your site to the next level:

Track your progress

Use Google Analytics to track what’s working and what isn’t. Get your web design guys to establish a profile so you […]

2020-08-13T09:09:32+00:00August 13th, 2020|websites|0 Comments

Website tip #8 for financial advisors: Drive organic traffic using social media

We all know that having a standout website is absolutely vital to get ahead. And it’s essential that the content is relevant and up to date. 

Here’s our eighth foolproof tip to take your site to the next level:

Drive organic traffic using social media

Having a strong social media presence increases the shareability of your brand. If you are releasing valuable […]

2020-08-12T12:09:12+00:00August 12th, 2020|websites|3 Comments

Website tip #7 for financial advisors: V is for video

We all know that having a standout website is absolutely vital to get ahead. And it’s essential to make it visual and interactive. 

Here’s our seventh foolproof tip to take your site to the next level:

V is for video

If you really want to take your website to the next level, invest in putting together a video that introduces you and your […]

2020-08-07T10:53:41+00:00August 7th, 2020|websites|0 Comments

Press release: FinCommunications is SA’s ‘Best Specialist Financial Marketing Team’

The Cape Town-based marketing agency was recently crowned ‘Best Specialist Financial Marketing Team 2020 – South Africa’ in the Worldwide Finance Awards 2020, hosted by Acquisition International. 

“It’s wonderful that our efforts to combine specialist financial knowledge with a contemporary communications style are paying off,” says Linda Graham CFP® who founded FinCommunications in 2017.

Graham, who has a background in both marketing […]