Sales and marketing
A collection of resources designed to help you understand your customer and tackle marketing challenges unique to you.
Guide: Marketing 101 resources
How segmenting your client base can make your business better with Simon Hoyle - The Emerging Affluent
Join Simon Hoyle, Head of Market Insight at CoreData Research, to learn new ways to understand, profile and segment your client database using a holistic view of how clients think and behave.
Designing a Client Experience that Drives Growth with Julie Littlechild - The Emerging Affluent
Learn the fundamental truths about client experience from internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild.
Michelle Baltazar podcast
Michelle Baltazar, Executive Director of Media for Rainmaker Group - publisher of the Financial Standard and Money Magazine, shares her advice for wealth professionals wanting to be heard in the media.
Why it pays to be curious
Learn how using using curiosity can help you better serve your clients’ financial needs and sell more effectively in the process.
Using analogies to demonstrate your value to clients
Learn how to use analogies and metaphors with your prospects and clients to demonstrate your value, build trust and set yourself up for success.
Learn how to master the art of storyselling
Discover how to establish stronger personal connections and convert more prospects with stories from Eleece Quilliam of Invesco Consulting Australia.
How to articulate your value effectively
Kim Payne, managing director of 9rok Consulting, discusses how to effectively communicate the value you provide and she shares marketing strategies to get your message heard.
Communicating effectively with clients - Scott West
Find out why the words that you use matter as Scott West, head of Invesco Consulting, shares simple communication tips that can enhance the relationships with your clients.
Marketing strategies to communicate your value effectively
Learn marketing strategies to help you clearly demonstrate your value so clients understand why they shouldn't live with out you, with Kim Payne - founder of 9rok Consulting.
Insights from the world’s biggest financial language study
Discover the process behind one of the largest language studies in financial services and what common cries for help from client's really mean.
How effective language can help advisers communicate value
In Netwealth's 2019 roadshow, attendees will learn compelling ways to revisit their own messaging, to help enhance their value-led relationships with clients.
How to amplify your business brand and differentiate yourself from competitors
Discover how to use the resources available at your fingertips to maximise your marketing and bring in new business with Julie Bennett from 64 Media.
How to build your value proposition
Learn how to clearly and succinctly articulate the reasons clients should engage your services or invest in the products you recommend.
How to write a compelling value proposition
Step-by-step guide to writing a statement that articulates your value clearly and concisely - exploring the format to present it in and how to ensure it's authentic and appeals to your audience.
How to articulate the value your business delivers to clients
We explore the key questions you should ask yourself when building your value proposition to ensure your areas of expertise intersect with your clients’ needs and problems.
Why you need a compelling value proposition
To succeed in any business you need to clearly and succinctly articulate the reasons clients should engage your services or invest in the products you recommend.
Eight tips from Netwealth’s own website redesign
Netwealth has just completed a six-month website redesign. Here are some of the tips learnt from the project.
Consumer reviews - an essential tool for your marketing arsenal
Hear how consumer reviews can be harnessed as a marketing tool and help you identify areas to enhance your service. Angus Woods, managing director and founder of Adviser Ratings, discusses.
Looking outside the shopfront
A website is your shopfront, not a brochure. Read about our six-month website redesign process and why we looked beyond industry borders for inspiration.
Improve your business with Design Thinking
Tim Kotsiakos, Creative Director and Founder at MASS, explores Design Thinking, a technique that any organisation can use to test business ideas, protype new concepts and understand customers better.
Design thinking - putting ideas into action
Find out about Design Thinking, a technique any organisation can use to test business ideas, prototype new concepts and understand their customers better.
Master your marketing
This guide will teach you simple yet powerful techniques, giving you the expertise to develop a marketing strategy to grow and retain your customer base.