Smart Adviser Marketing


I'm an adviser looking for solutions for my customers.

I'm looking for personal products.

Kick-start your marketing strategy today

Smart Adviser Marketing (SAM) is a resource hub for advisers looking to expand their business using best practice marketing strategies and tools. 

Based on our expertise in financial services marketing, we’ve designed an easy to understand series of modules, templates and how-to-guides to help you build and execute a smart and profitable marketing strategy. 

SAM combines a blend of marketing fundamentals, expert tips and recent marketing trends, so that you can boost your marketing outcomes without spending too much time or effort. 

Benefits of marketing

Strengthen customer bonds

Strengthens customer bonds

Develop a deep understanding of who your customer is, their needs and pain points, and their path for your products and services.

Establish your market position

Establishes your market position

Clarify your point of difference within your market and develop your customer value proposition.

Smarter communication and connectedness

Smarter communication and connectedness

Know your target customer’s voice, speak their language and connect with them on their channels.

Identify market forces and competitors

Identifies market forces and competitors

Evaluate your competitors, understand industry gaps and opportunities, and external forces impacting the market.

Build your brand

Builds your brand

Define your brand’s character, your vision, mission and approach to your products and services.

Marketing tips from SAM

The big advisory myth

The big advisory myth: Marketing's not for us

How does your marketing strategy compare with other Australian advisory firms? Check out our three simple tips to ensuring your marketing activities drive your bottom-line.

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Customer segmentation is key to a profitable practice

Customer segmentation is key to a profitable advisory practice

Are you prioritising your high value customers? Here are our valuable tips on how to segment your customer base for a more profitable practice.

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Use client feedback to transform your business

Less than a third of advisory firms collect formal client feedback. Here are some tips to ensure that you’re using customer insight to develop your service offering.

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What you'll find in SAM

  • 13 online modules on the end-to-end marketing process from strategy to execution
  • Each online module is worth 2 CPD points; after successful completion of the quiz
  • Step-by-step guides designed to make marketing activities simple and efficient
  • Customisable marketing tools and templates designed by marketing experts that are readily applied to advisory business models
  • Knowledge areas are from four critical marketing areas: developing your marketing strategy, customer knowledge, smart communications and industry leadership. 


Develop your marketing strategy

Develop your marketing strategy

  • Developing a marketing plan
  • Building your brand

Customer knowledge:

Customer knowledge

  • Client segmentation
  • Client feedback
  • Creating centres of influence
  • How to get referrals

Smart communications

Smart communications

  • Effective client communications
  • Developing email and direct mail marketing campaigns
  • Social media
  • The use of video

Industry leadership

Industry leadership

  • Advertising, PR and sponsorship
  • Running seminars and events
  • Claims, a key advice proposition