How will you grow your business?

What’s the question I’m most frequently asked by both prospective and existing clients? It is “How can you help us grow our business”. Of course, there’s no one simple solution or silver bullet for this one, instead there are a number of different strategies and tactics available to you… Before we help advice firms decide […]

How important is SEO for financial planners?

SEO – Search Engine Optimisation is a marketing tactic that divides opinion among financial planners and advisers. Some believe it is almost the holy grail and a critical part of the marketing mix, others don’t see it as important at all. First of all (and just in case…), what is SEO? It stands for Search […]

Are you struggling to make the breakthrough with accountants?

Many financial planning firms today are seeking to build long-term, valuable relationships with SME business owners. A problem you may face is accessing these people, and one route that offers great potential when carried out successfully is by building links with accountants. However building these relationships is often a tough nut to crack! So here are […]

“I know someone who’ll charge me less”

You’ve all been there… the fight over price. You know you’re right for the client, you can add a lot of value, but you can see there is an immediate issue niggling away. You probe the client and they say something along the lines of, “Let’s cut to the chase, what do you charge as […]

What is a Client Value Proposition?

OK, let’s start by stating that there’s no science behind the answer to this question, there’s no right or wrong answer. What I’m going to set out is my view of what an effective Client Value Proposition is and what it should contain. So let’s start at the beginning. What is a Client Value Proposition […]

5 myths about financial planning businesses

I’m finding that more and more of my time is being spent helping advice firms reposition themselves as true financial planning businesses in the eyes of their clients. It’s extremely interesting work, as it always results in the adviser taking a really deep look at their business, as we carefully then figure out how the […]