Distribution | StepChange

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 [...]

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 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 [...]

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 [...]

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 [...]

Good Referrals = Great Business

Finding new clients is a difficult challenge for independent Financial Advisers today, without the large client bases of direct writers or indeed the rich information available to the bancassurers. Many advisers are using new methods through digital marketing channels to meet new clients, however many are also successfully using traditional client acquisition methods such as seeking referrals from existing contacts. [...]

The Power of Partnerships

It’s now 6 months since I left corporate life to join the ranks of the SME owners, helping financial advisers and insurance brokers across the country to develop revenue generating marketing and business development strategies. One area of the market that has very pleasantly surprised me in the market has been the proliferation of all kinds of partnerships that advisers [...]

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