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 [...]
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 [...]
Are you actively making your sales happen?
Sales in the life and pensions market have fallen off a cliff in the last 5 years. It is estimated at the end of 2012 that the new business market has fallen by up to 70% from the peak. This has been felt by every financial adviser in the country, both in terms of building relationships with new clients, and [...]
How tuned in are you to High Net Worth clients?
A number of advisers that I’m working with have put a lot of legwork into getting crystal clear about both their business proposition and their own particular areas of expertise, and as a result are actively changing their business model to work exclusively with a relatively small number of High Net Worth (HNW) clients. While this approach of course will [...]
How’s your sales presentation?
Successful brokers use great sales presentations. Always in my experience. How good is yours? As part of my work with brokers, I ask them to show me their sales presentations. Some look blankly at me, some fish out a hodgepodge of PowerPoint slides that have obviously been cut and pasted from different presentation over the years. However some really blow me away [...]
How to succeed with B2B sales
Financial advice firms today recognise the significant benefits that accrue from having a rich client base of companies. Whether they are large corporates or SME’s, companies offer fertile ground for advisers as they can open up a wide range of opportunities to advise not only the company, but also the individual directors and the employees about their financial needs. But what [...]
Are you planning to increase your sales in 2013?
Are you planning to increase your sales in 2013? The 2 key words here being “planning” and “increase”. Do many advice firms just continue on in a never-ending sales cycle without proper planning? Well of course some do. However these businesses are really missing the opportunity to reinvigorate their sales effort every year. Carrying out structured planning gives you valuable [...]
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 [...]
What Sales Reports do you use?
One of the biggest challenges I have found in running an SME business is managing the balance between the actual delivery of my services and developing my sales pipeline. This is often mirrored in the financial advice firms that I meet as advisers struggle to find time for the structured development of a stream of new clients, as they spend [...]
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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
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