Blog Articles – Communications
What questions are you most often asked?
Financial planning is a fairly simple concept. There, I’ve said it! It is at least in the eyes of clients, who consider it broadly as sorting out their money stuff. Of course, effective financial planning is anything but simple. It takes a lot of expertise, talent and a really [...]
How’s that winning team of yours?
So here we are again at this stage in the market cycle... Even though the economic picture is somewhat cloudy, activity remains high in most advice firms, income is holding up and one of the biggest challenges for many firms is beefing up their advice teams. Those who are [...]
Apps that I’m using more and more
Every summer I give one of these articles over to the subject of apps that I use regularly. This year I’ve steered clear of any financial apps and have focused on apps (desktop and/or phone) that make my working life easier. I'm finding that the more I use them, [...]
Building bridges with the next generation – Part 2
This is the second in a two-part article on expanding your client base into the next generation of younger clients, by accessing the children of your clients. In last month’s article we looked at how you might build links with these younger potential clients. In this second instalment, we’re [...]
Building bridges with the next generation – Part 1
This is the first instalment in a two-part article about expanding your client base into the next generation of younger clients, by accessing the children of your clients. In this first piece, we consider the challenge of gaining access to the children of clients. Next month we'll look at [...]
What does a great review meeting look like?
As more and more advisers shift the focus in their client interactions away from products and more towards a broader and more valuable financial planning proposition, the profile of their income is also shifting from a reliance on initial commissions to a flatter and ultimately more valuable ongoing income [...]
Are you ready for that big media interview?
For many financial advisers, this is the great break that they’ve been looking for and they can’t wait to get stuck into the opportunity of waxing lyrically about one of their favourite topics. For others, securing a media interview is a prelude to a couple of sleepless nights as [...]
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 [...]
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, [...]
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 [...]
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 [...]
Bowl your clients over with your content
One of the main marketing challenges faced by many of the financial advice businesses that I meet, is around the production of good quality content that will really help them engage their clients. Here are a few thoughts to help you overcome this challenge. Be Organised & Committed The [...]