5 Tips for Effective Marketing Planning by Financial Advisers

At least every year, financial advisers need to take time out from their day to day business and put structured plans in place to help drive their business forwards. . Central to this process is (or should be!) a well-developed marketing plan that will support you and your staff in achieving your business objectives. This […]

5 Tips about Social Media for Financial Advisers

In this article, I look at the phenomenon of Social Media. These points are worth considering by financial advisers who haven’t as yet ventured into this new world and indeed are useful reminders for those of us who have! 1.            It’s a conversation, not a presentation Social media is very different to your website – […]

5 Common Marketing Mistakes by Financial Advisers

In this column, I look at 5 of the most common mistakes I see financial advisers making when it comes to Marketing.  1.   Unclear Objectives Since the recession really began to bite, many advisers have realised the importance that Marketing plays in attracting and retaining clients. However a lot of money has been  wasted on […]