engagement Archives

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Help them see their finances through a different lens…

Posted by Money101
Categories engagement
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October 4, 2017

Everyone has important tasks they avoid or postpone on a regular basis. It might be because the task at hand just isn’t that fun, or because it’s physically challenging, or because it’s downright terrifying. Some common things that people procrastinate …

Money101

Where are your customers comfortable learning about finance?

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Categories education, engagement
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July 18, 2017

You’ve probably thought a lot about reaching out to clients and customers where they’re at home. Not literally, of course, but on their preferred channel – social media, email, websites, print publications. That’s fair enough, given the huge body of …

Money101

3 Simple Ways to Embrace Change and Bring Your Practice Back to Life

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Categories education, engagement, News
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March 9, 2017

Accounting practices in Australia are going through tough times. Increasingly sophisticated digitisation and automation, offshoring and other challenges have seen a number of well-established practices close their doors. Margins are being squeezed as local accountants are forced to compete (for …

Money101

5 Fun Ways to Celebrate Employee Appreciation Day

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Categories engagement, wellbeing
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March 1, 2017

The first Friday of March is Employee Appreciation Day! If you haven’t heard of that one before, it’s probably because this ‘holiday’ is mostly celebrated in the States and Canada. But it’s gaining a bit of a following around the …

Money101

“She said yes!” – engaging your customer and tying that (transaction) knot

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Categories education, engagement
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February 14, 2017

From the very beginning, he’d been hovering in her line of sight. At the EFTPOS machine. The closest ATM. On her favourite team’s merch. When he started following her around and popping up online, it got a little weird. But …

Money101

New year, new start!

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Categories engagement, News, wellbeing
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January 9, 2017

2017 has started and it’s back to business for most sectors. The Christmas leftovers are long gone, and New Year’s parties all cleaned up. The Money101 team are back in the office, refreshed and eager to go – hopefully you …

Money101

7 Employee Financial Wellbeing Stats You Need to Know [INFOGRAPHIC]

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Categories education, engagement, wellbeing
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November 29, 2016

Frontline managers and HR managers have a tough task in providing for employee wellbeing. In addition to a raft of OH&S concerns, they’ve got to work out how to maximise health and happiness for the good of business objectives like …

Daniel Florido

6 reasons to educate your customers

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Categories education, engagement
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September 6, 2016

In today’s world, financial services professionals need to position themselves as thought leaders, especially around financial literacy. Why? Because connecting with customers through online education is a genuine value add that can generate leads, increase brand awareness and create visibility in …

Daniel Florido

What is staff engagement, really?

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Categories education, engagement
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October 20, 2015

Employee engagement has become a top business priority. Find out why.

Daniel Florido

Embracing active learning

Posted by Money101
Categories education, engagement, millennials
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January 20, 2015

I was reading this week about a book called Make It Stick: The Science of Successful Learning. It contains the findings of a pair of Washington University psychologists who have been studying learning and memory for a combined 80 years. …