Tips to help you and your business

The media is constantly telling us how tough it is “out there”, but pessimism doesn't feed our families. Let’s try to stay focused on what always works; remain optimistic; and remember that “this too shall pass”.

I have included some good ideas in this edition to help keep you focused on the tried and true, plus something I learned about LinkedIn recently that concerned me. If you use LinkedIn, you should be aware of these changes for your own online safety.

During these 'interesting times', please remember that it’s crucial to maintain regular contact with your clients, reminding them to focus on their long-term strategy. That regular touch will make the difference to how all of our businesses thrive amidst bumpy investment markets and challenging political decisions.

We’re here to make it easier for you, so if you need a hand, we’re only a phone call or email away.

Warm wishes,

Julianne Bell

Julianne Bell & the FWA Team

Getting rid of "tyre-kickers"

If you add up the hours dedicated to time wasters across the Australian financial services industry, these nuisances would probably cost advisers millions of dollars. We’d like to share with you how we reduced the cost of this problem to our business. We’re not sure if our system is unique, but it works for us… it might work for you too.

Protect your privacy on LinkedIn

LinkedIn recently changed its privacy settings allowing it to share personal profile information, including pictures with third party applications. Take the following steps to protect your privacy on LinkedIn.

Time for a laugh

Now it's time for a smile!

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