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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 [...]

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 [...]

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 [...]

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 [...]

Enhancing Financial Adviser Websites

I’ve spent the last year since leaving corporate life behind me working with Financial Advisers on delivering some really interesting and exciting marketing activities. Of course the online world plays a significant role in these activities. I’ve found that Financial Adviser websites today differ widely in terms of their levels of quality and also their ability to engage the target [...]

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 [...]

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