Double your impact through co-marketing your financial advice business

You may be putting a lot of effort into a number of marketing activities but still wishing that you could reach out to a wider audience than that currently available to you. So how do you do this? Well one of the ways may be through co-marketing. Co-marketing is where you find a business that provides a complimentary service to [...]

Marketing tips for Financial Advisers

A number of financial advisers have said to me over the last few months something along the lines of, “I don’t have the time / resources to carry out a full marketing planning process at the moment, so what are the 4 or 5 quick wins that I should look to achieve in the meantime?” While I’m obviously an advocate [...]

Ready, Steady, Go for 2013!

Yes, it’s time to start planning for 2013 if you haven’t started already as now is the time to get your business in shape for a fast start next year. When it comes to your marketing plans, there are a few areas that you should consider to both maximise your chances of success and to reduce wasted time and effort. Develop [...]

Good data = more sales for financial advisers

Financial brokers and advisers today are becoming very aware of the role good customer data plays in generating sales. It provides excellent insights into their customers, enables robust decision making and provides the necessary foundation for successful marketing activities. Good data of course is central to your service and ongoing advice to clients. You need to have access to the [...]

Help! Where do I get my Content?

Lots of financial advisers that I talk to identify a common challenge to me. Usually they say something along the lines of; “I know that I need to keep my website updated with fresh content and I know that I can stand out from other advisers by sharing good content with my connections through my chosen social media platforms. The [...]

The Power of Partnerships

It’s now 6 months since I left corporate life to join the ranks of the SME owners, helping financial advisers and insurance brokers across the country to develop revenue generating marketing and business development strategies. One area of the market that has very pleasantly surprised me in the market has been the proliferation of all kinds of partnerships that advisers [...]

5 Tips for Effective Marketing Planning by Financial Advisers

At least every year, financial advisers need to take time out from their day to day business and put structured plans in place to help drive their business forwards. . Central to this process is (or should be!) a well-developed marketing plan that will support you and your staff in achieving your business objectives. This article looks at 5 critical [...]

5 Common Marketing Mistakes by Financial Advisers

In this column, I look at 5 of the most common mistakes I see financial advisers making when it comes to Marketing. 1. Unclear Objectives Since the recession really began to bite, many advisers have realised the importance that Marketing plays in attracting and retaining clients. However a lot of money has been wasted on activities that unfortunately were doomed [...]

Double your impact through co-marketing your financial advice business

Marketing tips for Financial Advisers

Ready, Steady, Go for 2013!

Good data = more sales for financial advisers

Help! Where do I get my Content?

The Power of Partnerships

5 Tips for Effective Marketing Planning by Financial Advisers

5 Common Marketing Mistakes by Financial Advisers

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