6 ways to increase the price when selling your financial advice business
While there is no doubt that the price of financial planning businesses have come back from some heady heights in recent years, there are still some attractive sale opportunities for firms with the right profile. However with fewer buyers out there, those that are looking to buy are extremely selective and are only interested in really strong businesses. So what [...]
How can you secure your ongoing revenue stream?
Many of the advisers that I talk to regularly speak of the dual challenges of earning enough revenue today from new business to pay the bills (while hopefully having a bit left over), and also moving their business model towards building up a growing, recurring revenue stream. While there is a plethora of articles written that look at the new [...]
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 [...]
Email Marketing by Financial Advisers
I’ve been really impressed over the last few months by the excellent use of email as a marketing tool by some financial advisers. While some “digital experts” suggest that email has been replaced by social media, I’m not an advocate of that point of view. I firmly believe that email should play a leading role in the marketing mix employed [...]
Why is MY client talking to him?
How many financial advisers have bumped into an existing protection client to be told that the client recently put in place his pension / investment with another adviser or a bank? Why would your client go elsewhere? Could it be because your client doesn’t know the breadth of your product proposition or maybe would just not think about you at [...]
Get our newsletter
Welcome to our Blog
The aim of this blog is to help financial advisers address your sales and marketing challenges. I want to help you to reach out to your customers in a way that helps you to stand out from your competitors! I’d also love to have a face-to face conversation with you so please feel free to contact me! Regards, Eamonn
Categories
Archive
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011