Good data = more sales for financial advisers

Financial brokers and advisers today are becoming very aware of the role good customer data plays in generating sales. It provides excellent insights into their customers, enables robust decision making and provides the necessary foundation for successful marketing activities. Good data of course is central to your service and ongoing advice to clients. You need […]

Use expertise to build stronger client relationships

It’s a competitive world out there. New clients are very thin on the ground and holding on to existing clients is a big challenge with other advisers and banks nipping at your heels. So how do you stay one step ahead of the competition? Well obviously your client proposition has to be very strong, this […]

What Sales Reports do you use?

One of the biggest challenges I have found in running an SME business is managing the balance between the actual delivery of my services and developing my sales pipeline. This is often mirrored in the financial advice firms that I meet as advisers struggle to find time for the structured development of a stream of […]

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 […]

10 steps to enhance your brand in 2013

The financial adviser space is a crowded space. There are lots of advisers chasing after a relatively small number of new clients. So how do you stand out from the crowd and get your brand to punch above its weight? This article sets out 10 steps to help you do some early planning to build […]

Good Referrals = Great Business

Finding new clients is a difficult challenge for independent Financial Advisers today, without the large client bases of direct writers or indeed the rich information available to the bancassurers. Many advisers are using new methods through digital marketing channels to meet new clients, however many are also successfully using traditional client acquisition methods such as […]