Entries by stepchange

How to write a great Financial Broker video script

Lots of Financial Brokers recognise the power of a really good video that you can use on your website and through other communication channels. We’re seeing a big upsurge in enquiries about them. While of course the look, style and general production quality of the video are really important, the script is probably the most […]

6 great apps that make my life easier

Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’m mentioning 6 apps that I use regularly and that make my work / financial life a little easier to manage. I’ve mentioned some of these before – the more I use them, the more […]

How well are you following up your events

Most of the financial planning businesses that we’re working with are busily reviewing their propositions as the country emerges from the shadow of covid lockdowns. For many firms this is simply a case of bringing forwards the benefits of remote meetings, identifying where they will fit in their offering going forwards and building remote meetings […]

Time to sharpen the saw again

I’m speaking to financial advisers every day, and at the moment a consistent theme is emerging in all of these conversations and that is a feeling of a “new beginning”. Advisers are talking really positively and excitedly about getting back out and meeting clients face-to-face again – just imagine in a few months’ time we […]

Are you talkin’ to me?

One of the biggest marketing challenges facing financial advisers today is standing out amidst all the noise coming from blogs, social media posts and other digital activities. It’s not easy at all to connect your content with your contacts. Instead it takes a lot of effort for you to achieve your target audience recognising that […]

Are we coming to the end of remote meetings?

One thing that is certain over the coming months is that financial advisers will have plenty of clients to meet. Most people have been impacted financially in some way by the pandemic, many people in a significant way as a result of the restrictions and lockdowns over the last year or so. Your clients need […]