Archive
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 [...]
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 [...]
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 [...]
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 [...]
5 Tips for Engaging Presentations by Financial Advisers
A popular sales tool used by financial advisers is hosting seminars for both prospective and current clients. In this article I’m assuming that you are crystal clear on your objectives for the presentation and on your message to be delivered. Here are 5 tips to maximise the impact of your presentation at the seminar and to keep your audience engaged. 1. [...]
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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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