Quality | 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, [...]

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 [...]

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 While some “digital experts” suggest that email has been replaced by social media, I’m not an advocate of that point of view.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 [...]

Effective Newsletters for Financial Advisers

I know that quite a number of financial advisers like to communicate with existing clients through newsletters which can be effective if the required level of commitment is put into them. I’m going to start by pinning my colours to the mast….. I’m not a huge fan of them as too often they fall by the wayside. However for those out [...]

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. [...]

5 Common Marketing Mistakes by Financial Advisers

In this column, I look at 5 of the most common mistakes I see financial advisers making when it comes to Marketing. 1. Unclear Objectives Since the recession really began to bite, many advisers have realised the importance that Marketing plays in attracting and retaining clients. However a lot of money has been wasted on activities that unfortunately were doomed [...]

Archive

Is inbound (or content) marketing relevant for financial advisers?

6 ways to increase the price when selling your financial advice business

Enhancing Financial Adviser Websites

Email Marketing by Financial Advisers

Effective Newsletters for Financial Advisers

5 Tips for Engaging Presentations by Financial Advisers

5 Common Marketing Mistakes by Financial Advisers

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