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Growth Studio Agency - GSA Client acquisition systems for Australian financial advice firms. Book your free strategy assessment.

Most advisers ignore people aged 35 to 45.Everyone's chasing people near retirement, for the big balances. So I see lots...
03/11/2026

Most advisers ignore people aged 35 to 45.

Everyone's chasing people near retirement, for the big balances. So I see lots of firms fighting over the same retirees.

Hardly anyone goes after the younger group.

But those people need real help, with property, super, insurance, kids and debt.

Their balances are small today, but they can become big clients over the next 20 years.

The catch is pricing. Set your fees so they're worth your time now, not one day.

That leaves the 35 to 45 group wide open.

So who is your firm going after? People near retirement, or people aged 35 to 45? Let me know below.

I'm Allan Whatmore, founder of GSA. I help advice firms win new clients beyond referrals. Follow for more like this.

About 1 in 8 advice firm websites have a Facebook button that leads to a page that won't open.For The Adviser Marketing ...
03/11/2026

About 1 in 8 advice firm websites have a Facebook button that leads to a page that won't open.

For The Adviser Marketing Report 2027, we clicked the Facebook link on 1,341 advice firm websites, between 25 and 28 October 2026.

165 of those links led to a page that didn't open as a public page. That's about 1 in 8.

It's easy to miss. Pages get renamed, merged or closed, and the button on the website stays where it was.

The person who clicks it is often about to book a first meeting with you.

It takes about two minutes to check.

Try this: open your website on your phone today and tap every social media button on it.

Link to the report in the first comment.

Send this to an adviser who needs it.

02/11/2026

For advisers: a great first meeting that goes quiet usually has nothing to do with intent.

People get busy and stuff comes up.

If your dentist didn't book your next visit before you left, would you ring and book it yourself? Probably not.

So book the second meeting while they're still in the first one.

Has a first meeting gone quiet on you like this? Just a yes or no is plenty.

I'm Allan Whatmore, founder of GSA. I help advice firms win new clients beyond referrals. Follow for more like this.

13 families booked an assessment in the first 18 days of a new campaign.If you run an advice firm, here's how a new camp...
02/11/2026

13 families booked an assessment in the first 18 days of a new campaign.

If you run an advice firm, here's how a new campaign for one of our clients started, 2 to 19 October 2026.

The first booking came six days in, and eight had booked within a week of that.

The campaign is only a few weeks old, so the real test is the next few months.

If you'd like to see how a launch like this is set up, message me.

I'm Allan Whatmore, founder of GSA. I help advice firms win new clients beyond referrals. Follow for more like this.

Scary ads bring in worried people who aren't a good fit.Advisers, there's no rule against the word fear. The problem is ...
02/11/2026

Scary ads bring in worried people who aren't a good fit.

Advisers, there's no rule against the word fear. The problem is ads that mislead, or only tell one side of the story.

Firms get into trouble by guessing about someone's situation. Saying 'your super is doing badly' without knowing a thing about them.

I've said no to ads like this before. They were too intense, and an ad needs to sound professional.

So talk about what people genuinely worry about. Then show them what they can do about it.

Calm and clear wins the clients you actually want.

I'm Allan Whatmore, founder of GSA. I help advice firms win new clients beyond referrals. Follow for more like this.

01/11/2026

Results depend on the firm. What I love seeing is what changes: clients hiring more advisers, hiring support staff, even buying other businesses to make more use of the system.

Free guides and a complimentary Growth Strategy Assessment: growthstudioagency.com

205 enquiries in the first 30 days of a retirement campaign.Firm owners, 31 of them came in during the first week.The ca...
01/11/2026

205 enquiries in the first 30 days of a retirement campaign.

Firm owners, 31 of them came in during the first week.

The campaign launched in July 2025 for an advice firm we work with, at $9.14 an enquiry in ad spend.

The offer was simple: a free retirement guide, then quick follow-up.

Make your first offer something people are glad to ask for.

I'm Allan Whatmore, founder of GSA. I help advice firms win new clients beyond referrals. Follow for more like this.

31/10/2026

The most meetings I've seen us book for one firm in a single day is 12. One of them had a $6 million share portfolio. Results depend on the firm, but it shows what a system can do.

Free guides and a complimentary Growth Strategy Assessment: growthstudioagency.com

A couple in their late 50s finished a retirement scorecard for a practice we work with early on a Saturday and booked 14...
31/10/2026

A couple in their late 50s finished a retirement scorecard for a practice we work with early on a Saturday and booked 14 minutes later.

What they wrote on the form: $1m to $1.5m in super and investments, two investment properties, retiring within three years, no adviser right now and never a review.

That's a lot for an adviser to know before the first hello. They came in and were a strong fit.

I'm Allan Whatmore, founder of GSA. I help advice firms win new clients beyond referrals. Follow for more like this.

30/10/2026

The problems I saw in advice years ago are the same ones I see now. The difference is I've never been in a better position to help firms solve them. That's why I started GSA.

Free guides and a complimentary Growth Strategy Assessment: growthstudioagency.com

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