Blog Articles – Marketing Planning
Great leaders achieve great things
…and great financial planners achieve great outcomes for clients. As the awful and unnecessary situation in Ukraine continues to unfold each day, most Ukrainians and other observers have been hugely impressed with the leadership qualities of Volodymyr Zelenskyy, the president of Ukraine. Wars are won and lost by clever [...]
How’s your hybrid planning model developing?
There’s a lot of talk at the moment about hybrid planning models, and the truth is that they probably mean different things to different advisers. So, here’s my tuppence worth on them… To my mind, a hybrid planning model is one where the best traditional financial planning practices are [...]
Are your Calls to Action working?
When helping financial advice businesses review their marketing approaches, one of the foremost digital assets that gets a lot of attention is of course the company’s website. While there are many aspects to reviewing a site – the design, ease of travel through the site, quality of content and [...]
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 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 [...]
Videos – Vanity or Value?
In this latest post in our series of “12 StepChanges to a better business”, we briefly set out our thinking on the benefits of video marketing. Financial advisers often raise the question of the effectiveness of video marketing. Some see it as a vanity project, as an expensive activity [...]
Turbo charge your business in 2020
What am I doing, talking about 2020 already? Well I’m not asking you to wish your life away, but quite a number of financial advisers have observed that July and August are quieter times for them. And this quiet time offers an opportunity to do some planning for your [...]
Have you some spare time over the summer?
It’s that time of year again… There's a mini heatwave this week and everyone is trying to spend a bit more time outdoors. The downside is that business may be getting just a little quieter for the next month or two. So here lies the opportunity! It’s possible that [...]
Do you need a marketing overhaul?
In this latest in our series of “12 StepChanges to a better business”, we set out the details of how we help advice firms in Ireland to completely overhaul the marketing side of their business. With clients having a bewildering array of choices available to them and receiving approaches [...]