Is inbound (or content) marketing relevant for financial advisers?
You bet it is!! In fact inbound marketing, often called content marketing has become one of the key elements of the marketing mix for financial advisers today. First of all, to explain what is meant by inbound or content marketing… Most importantly it is not about selling, instead it is about creating engagement with your target audiences. Marketing has evolved, [...]
How mobile is your financial advice business?
This article was prompted by a trend in the very readership of this newsletter that on average is now read on a phone or tablet by one third of the readers. That figure in turn is divided almost 50/50 in terms of readership on a tablet as opposed to on a phone. Should this be any surprise? Well not really [...]
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 [...]
Use expertise to build stronger client relationships
It’s a competitive world out there. New clients are very thin on the ground and holding on to existing clients is a big challenge with other advisers and banks nipping at your heels. So how do you stay one step ahead of the competition? Well obviously your client proposition has to be very strong, this is a given. Today, not [...]
10 steps to enhance your brand in 2013
The financial adviser space is a crowded space. There are lots of advisers chasing after a relatively small number of new clients. So how do you stand out from the crowd and get your brand to punch above its weight? This article sets out 10 steps to help you do some early planning to build a stronger brand for 2013 [...]
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 [...]
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 [...]
5 Tips to Optimising your LinkedIn Presence
A lot of financial advisers now realise that LinkedIn has emerged as the premier medium for building and retaining a network of business contacts. However many don’t realise the full potential that LinkedIn offers them. In this article, I offer 5 tips that will help advisers to maximise the benefits that they can get from LinkedIn. 1. Build up your [...]
5 Tips about Social Media for Financial Advisers
In this article, I look at the phenomenon of Social Media. These points are worth considering by financial advisers who haven’t as yet ventured into this new world and indeed are useful reminders for those of us who have! 1. It’s a conversation, not a presentation Social media is very different to your website – compare both to a client [...]
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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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