Just bought a business? Turning 2 into 1

So you’ve made the big move… Your business is in growth mode and you’ve decided to accelerate that growth by acquiring another advice business that’s for sale. The price has been agreed, as has the structure of the deal relating to the earn-out period and terms for the owner of the acquired business. While this […]

Lessons from other industries – segmentation is the key

Going back to my days in college, I can recall a number of the key marketing principles that were ground into me; the importance of research and knowing your customer, understanding buyer behaviour and the role of the four P’s (product, price, place and promotion) among others. However in my day-to-day work with financial brokers […]

How do you approach increasing your fees?

One of the areas of greatest challenge for financial planners in Ireland today is increasing the level of your fees / trail commission from the levels that you are currently charging. But time marches along, and often when you actually turn to really examining the issue, many advisers find that their charges haven’t increased at […]

10 tips for brilliant client seminars

Financial brokers are always seeking out different ways to keep your clients engaged throughout the year. Many of you send out regular updates and newsletters, you of course meet clients face to face and some of you use technology to deliver excellent webinars and conference calls. A popular marketing tool is client seminars, as these […]

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 […]