The Conversation Advantage – Talk That Builds Trust
In financial advice, conversation and communication operate much like aircraft navigation systems. The adviser may be the pilot, skilled, experienced and responsible for getting Read more
Newsletter Articles
Step Out to Step Up: Why You Must Rest Before 2026
As advisers, we often treat the year like a never-ending sprint. Reviews, statements, SOAs, ROAs, emails, markets, legislation… repeat. But advice isn’t a sprint it’s a Read more
Prospecting for Growth Tips
In today’s competitive financial advice market, prospecting must be smarter, not just busier. Industry guidance stresses that advisers need to reach the right prospects and Read more
Is Your Client Experience More “Build-A-Bear” or “Box on a Shelf”?
Clients no longer want an off-the-shelf advice experience they want to be part of creating it. Like children designing their own bear at Build-A-Bear Workshop, today’s clients Read more
Why Advisers Should Rethink How They Work with Couples
When two people build a life together, they also build a financial story often filled with mixed emotions, mismatched money habits, and moments of misunderstanding. Advisers who Read more
5 Client Engagement Tips
In today’s competitive financial services sector, strong client relationships are as important as technical expertise. Clients are not simply looking for advice on money Read more
Creating a Scalable Service Model for Your Advice Business
As your advice business grows, so too does the need for structure. Without a clear service model, it’s easy to over-service some clients, under-serve others, and stretch your Read more
How Often Should You Meet with Clients?
Getting client meeting frequency right is one of the most important levers in building trust, improving advice outcomes, and growing a scalable advice business. But how often is Read more
5 Key Ingredients for Exceptional Client Engagement with AstuteWheel
Client engagement is no longer a “nice to have” — it’s a growth driver. Research shows advisers who prioritise engagement grow client assets by 22% more, and 89.7% of Read more
Valuable and efficient client reviews
Imagine walking into your annual financial review and leaving not just with numbers, but with clarity, confidence, and a renewed sense of direction. For clients, this kind of Read more
Why Storytelling Matters for Financial Advisers
Picture seeing a client with their eyes glazing over as you explain a diversification strategy with yet another spreadsheet full of numbers. Now picture this instead: you tell Read more
How ChatGPT & Microsoft Copilot Can Streamline Financial Advice Practices
Slash hours off your weekly admin workload, effortlessly crafting personalized client communications, and producing polished financial documents in minutes—not days. That’s Read more
To find out more please contact us or book a live demonstration webinar
AstuteWheel is Australia’s leading client engagement software providing financial planners with financial modelling calculators, online questionnaires, educational videos and presentation tools to help clients understand your value proposition. ... Read more