Going back to my days in college, I can recall a number of the key marketing principles that were ground into me; the importance of research and knowing your customer, understanding buyer behaviour and the role of the four P’s (product, price, place and promotion) among others. However in my day-to-day work with financial brokers […]
https://stepchange.ie/wp-content/uploads/2018/06/AdobeStock_183053213-copy.jpeg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-06-05 12:12:212018-06-05 12:12:21Lessons from other industries – segmentation is the key
One of the areas of greatest challenge for financial planners in Ireland today is increasing the level of your fees / trail commission from the levels that you are currently charging. But time marches along, and often when you actually turn to really examining the issue, many advisers find that their charges haven’t increased at […]
https://stepchange.ie/wp-content/uploads/2018/05/AdobeStock_133492260.jpeg35044844stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-05-11 10:58:122018-05-11 10:58:12How do you approach increasing your fees?
Financial brokers are always seeking out different ways to keep your clients engaged throughout the year. Many of you send out regular updates and newsletters, you of course meet clients face to face and some of you use technology to deliver excellent webinars and conference calls. A popular marketing tool is client seminars, as these […]
What’s the question I’m most frequently asked by both prospective and existing clients? It is “How can you help us grow our business”. Of course, there’s no one simple solution or silver bullet for this one, instead there are a number of different strategies and tactics available to you… Before we help advice firms decide […]
https://stepchange.ie/wp-content/uploads/2018/04/Growth-chart-copy-1.png269300stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-04-03 10:20:402018-04-04 12:13:54How will you grow your business?
SEO – Search Engine Optimisation is a marketing tactic that divides opinion among financial planners and advisers. Some believe it is almost the holy grail and a critical part of the marketing mix, others don’t see it as important at all. First of all (and just in case…), what is SEO? It stands for Search […]
https://stepchange.ie/wp-content/uploads/2018/04/AdobeStock_20808397.jpeg19502700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-04-03 10:17:162018-04-03 10:17:16How important is SEO for financial planners?
Many financial planning firms today are seeking to build long-term, valuable relationships with SME business owners. A problem you may face is accessing these people, and one route that offers great potential when carried out successfully is by building links with accountants. However building these relationships is often a tough nut to crack! So here are […]
https://stepchange.ie/wp-content/uploads/2018/03/fotolia_73479670.jpg375500stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-03-08 08:56:522018-03-08 08:56:52Are you struggling to make the breakthrough with accountants?
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Lessons from other industries – segmentation is the key
/in Marketing Planning, SalesGoing back to my days in college, I can recall a number of the key marketing principles that were ground into me; the importance of research and knowing your customer, understanding buyer behaviour and the role of the four P’s (product, price, place and promotion) among others. However in my day-to-day work with financial brokers […]
How do you approach increasing your fees?
/in Retention, SalesOne of the areas of greatest challenge for financial planners in Ireland today is increasing the level of your fees / trail commission from the levels that you are currently charging. But time marches along, and often when you actually turn to really examining the issue, many advisers find that their charges haven’t increased at […]
10 tips for brilliant client seminars
/in Communications, PresentationsFinancial brokers are always seeking out different ways to keep your clients engaged throughout the year. Many of you send out regular updates and newsletters, you of course meet clients face to face and some of you use technology to deliver excellent webinars and conference calls. A popular marketing tool is client seminars, as these […]
How will you grow your business?
/in Retention, SalesWhat’s the question I’m most frequently asked by both prospective and existing clients? It is “How can you help us grow our business”. Of course, there’s no one simple solution or silver bullet for this one, instead there are a number of different strategies and tactics available to you… Before we help advice firms decide […]
How important is SEO for financial planners?
/in Communications, Social MediaSEO – Search Engine Optimisation is a marketing tactic that divides opinion among financial planners and advisers. Some believe it is almost the holy grail and a critical part of the marketing mix, others don’t see it as important at all. First of all (and just in case…), what is SEO? It stands for Search […]
Are you struggling to make the breakthrough with accountants?
/in Marketing Planning, SalesMany financial planning firms today are seeking to build long-term, valuable relationships with SME business owners. A problem you may face is accessing these people, and one route that offers great potential when carried out successfully is by building links with accountants. However building these relationships is often a tough nut to crack! So here are […]