Communications | StepChange

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, [...]

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 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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

Do your clients know the value that you bring?

Are you very clear about the value that you add for your clients? Yes, I think most advisers are clear of the value that your advice offers to clients. How good are you at proactively discussing this with potential clients? Hmmm, I think there are a lot of advisers who are much happier talking about products rather than their advice [...]

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