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 […]

5 Tips to Optimising your LinkedIn Presence

A lot of financial advisers now realise that LinkedIn has emerged as the premier medium for building and retaining a network of business contacts. However many don’t realise the full potential that LinkedIn offers them. In this article, I offer 5 tips that will help advisers to maximise the benefits that they can get from […]

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 […]

5 Tips for Effective Marketing Planning by Financial Advisers

At least every year, financial advisers need to take time out from their day to day business and put structured plans in place to help drive their business forwards. . Central to this process is (or should be!) a well-developed marketing plan that will support you and your staff in achieving your business objectives. This […]

5 Tips about Social Media for Financial Advisers

In this article, I look at the phenomenon of Social Media. These points are worth considering by financial advisers who haven’t as yet ventured into this new world and indeed are useful reminders for those of us who have! 1.            It’s a conversation, not a presentation Social media is very different to your website – […]

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 […]