Dean and I had a great chat about marketing strategies financial advisers should have on their radar for 2026. We ran through an AAA marketing formula - a strategic approach to channelling your energy in the right places for the biggest impact.

Most of us tumble our way through business – this truth is a far cry from what we might think it’s supposed to be. But while you might think you need a fully fleshed out idea and detailed business plan, most of the magic comes through doing, trying, pivoting and making mistakes.