” A couple of years ago, I asked Eamonn to get involved with Invesco to help us to develop a new marketing strategy and plan for the business. A great benefit to working with Eamonn is his knowledge, experience and insights of financial advisory businesses. We have certainly seen the benefits of Eamonn’s work with us and I would recommend him to any firm looking to create a marketing plan for their own business. “
Director – Head of Financial Planning Invesco
” We recently embarked on a considerable growth plan involving merging with another business, rebranding and developing new websites.
I can honestly say I wouldn’t have been able to pull it off without Eamonn’s assistance.
Not only has he assisted with ghost writing content for social media, he has assisted with the management of our digital marketing strategy and helped to project manage the rebranding.
If you think Eamonn is just going to help you to write a few blog posts then think again! “
Managing Director – Everlake
” We have been working with Eamonn since setting up back in 2008 and found him to be an invaluable aid to our business. He has an easy going yet highly professional style which makes him a pleasure to work with. In recent times, our business has seen exponential growth. We felt that we needed Eamonn’s advice on how best to adapt our business model to better manage these rapid changes. Straight away, Eamonn didn’t tell us what we wanted to hear, but rather what we needed to hear. His straightforward & practical insights, mined from years of experience with advisers all over Ireland, provided us with a roadmap to develop and enhance our current business model for the next number of years. We find Eamonn to be a great sounding board and we will continue to avail of his services as the business continues to grow. “
Owner – Ollie Moran Financial Services
” Eamonn. A massive thank you for your analysis of our business and an even bigger thank you for building our corporate plan with us going forward. At the time of building this strategy we were at ground zero in terms of COVID-19 and our business. Your understanding of our business requirements and the market we operate in has given us a real chance to build a brand and identity that we can rely on long term. For anyone thinking of engaging with Eamonn, make the call, send the email, tweet, follow, like, in-message…just do it, you wont regret it.
Many, many thanks for your help and continued guidance! “
Director – Castle Capital
“I engaged Eamonn to refresh and update our Marketing strategy for Ireland. I found Eamonn to be very responsive, full of ideas and delivered on what he said he would in a timely and efficient manner. He has a very good understanding of the global advice market and the areas Irish advisers need to work on to move to the next level with their marketing and business strategy in order to future proof themselves in a rapidly changing environment. I would have no hesitation in recommending Eamonn’s services to anyone.”
Head of Operations and Distribution
“We asked Eamonn to help us with our Digital Marketing campaign. He put together a great training session that gave us a real understanding of what LinkedIn is all about. He also showed us ways of connecting in a much more professional manner. We are up and running now and quite confident that this campaign will yield great results.
I have worked with Eamonn on a number of projects over the years. He is extremely professional and without doubt ‘top of his game’ I would not hesitate to recommend him to other business people”
Phil Farrelly CFP
Mason Wealth Management
“We engaged Eamonn Twomey of StepChange to assist us in putting together a marketing plan for Wealth Alliance. Eamonn took the time to fully understand our business and he identified key areas and activities that will help strengthen our brand. He is a true professional always delivering on time and has been available to answer any queries we have, no matter how small they may be!
We look forward to continue working with him as we implement our marketing strategy over the coming years.”
Joint Managing Director, Wealth Alliance
We have recently used Eamonn and his company, Stepchange to review our client proposition. He was an excellent sound board for our ideas and we found his straight forward no nonsense style refreshing. Whether you have a refined client proposition or are at the beginning of the transition process, Eamonn should be on your radar.
Owner, Framework Financial
“iQ Financial has been working with Eamonn for the past 4 months. He has helped us to put a clear, effective marketing plan in place and to also leverage the potential of LinkedIn for our business. Eamonn’s input has helped us enormously. Our business is better focused, has a more definitive plan of exactly where we are going and, most importantly, how we are going to get there.”
We engaged Eamonn Twomey of StepChange to assist us in planning our commercial approach over the next few years. Eamonn helped us to clarify our thinking and identify our critical activities that we will now roll out to strengthen our relationships with our clients. We were delighted with Eamonn’s input into the process and look forward to working with him in rolling out our plans.
Director, OpesFidelio (Ireland) Ltd.
“BCP engaged Eamonn Twomey of StepChange to assist us in formulating and delivering our online communications proposition. With his assistance, we have developed a clear digital strategy, an engaging web presence for advisers and end clients, a strong social media presence and an ongoing communication process to help us to better engage advisers. Eamonn worked very well with our internal team and added significant value to this project. I have no hesitation in recommending him to other financial services businesses. “
CEO at BCP Asset Management
“Invesco hired Eamonn in 2013 to help us overhaul our sales and marketing strategy for our corporate pensions business. Eamonn made a very significant contribution to this process, as a facilitator of group discussions and in helping us to distill our actions down to those most crucial for continued business success. I would have no hesitation in working again with Eamonn should the opportunity present itself and would recommend him to anyone who needs insightful sales and marketing strategy assistance.
Head of Business Development, Invesco Ltd.
“Eamonn has provided an invaluable service to Sunrise Financial Planning. He was instrumental in helping us develop/define our marketing strategy going forward, as well as in the development of our new website. Working with a professional like Eamonn has been a pleasure. We are very happy with the service provided to us and have no hesitation in recommending him to other like minded advisers.”
Financial Adviser and Company Director at Sunrise Financial Planning
“We worked with Eamonn on a marketing plan for our business. Eamonn took some time to understand the dynamics and drivers of the industry we operate within. He asked lots of questions and approached topics from different angles, causing us to look at our business with a fresh perspective. Once he had a certain quantity of information and market intelligence the planning process commenced. This preparation meant that the final product combined a detailed, relevant marketing plan with timelines and deliverables with a slightly different approach to doing business, particularly around leveraging technology. I would recommend Eamonn to any business manager looking for a seasoned marketing professional who can combine planning expertise with an innovative approach to using technology to enhance their business prospects.”
CEO at Three Rock Capital Management
“Having completed the Marketing Planning process with StepChange, we would highly recommend it to other Financial Advisers. The process was well structured, it stimulated (very) lively debate about our business and brought to the surface a number of challenges and opportunities for us. This was enhanced by some excellent insights from Eamonn. Ultimately we now have more clarity about the future direction of our business and a marketing plan that will help us grow our revenue. We will be working with StepChange again.”
Partner, Chartered Financial Solutions
“I have been searching for a long time for a marketing strategist who not only understands the industry within which we work but also has the capacity to come up with a well thought out marketing strategy that we can implement. Thankfully we have now engaged Eamonn. Eamonn provided us with a highly professional plan that we are in the process of carrying out over the next 15 months. He has given us a vision and a clarity of thought that we have never had even with what we thought was a good website and excellent client engagement processes. His work has helped us raise the bar considerably and will sharpen our client offering as well as help expand our network. If anyone is really serious about what they are doing in financial services, they need to talk to this man!”
CFP, Grad Dip, ACII, QFA FLIA Principal at Aspire Wealth Management
“I worked closely with Eamonn Twomey at Stepchange to conduct a root and branch examination of my business. This forced me to examine every aspect of how I operate at a personal and professional level. Eamonn helped me identify the key aspects of my business, not just from a marketing perspective, but also from a very strategic perspective. Eamonn gave me a very strong focus on all aspects of what I do.
It was an invaluable exercise and I am confident it will considerably enhance my effectiveness and more importantly my business. Thanks to Eamonn, I now have a much clearer understanding of how I operate and more importantly how I should operate in the future. Eamonn has a very strong marketing expertise, but also has a very strategic approach to how businesses should operate. It was money very well spent, and I will continue to work with Stepchange to ensure that my effectiveness is maximised“
Owner, Jim Power Economics
“We engaged StepChange to assist us when we established Milestone Advisory in early 2014. Eamonn assisted us in planning our sales and marketing activities, the branding of our business, the development of our Customer Value Proposition and the marketing supports to communicate effectively with our clients. We continue to work with Eamonn today, as his ongoing guidance and assistance are invaluable to us as we further develop our business“
Financial Services Consultant, Milestone Advisory
“At Arachas we were looking for some insightful thinking on Marketing especially in relation to marketing through the Medium of Social Media and we engaged Eamonn to run a session for us. We found Eamonn’s Knowledge, delivery and content excellent. He has a way of getting that message across in a very Personable way and we couldn’t recommend him highly enough. Excellent”
Director at Arachas Corporate Insurance Brokers Ltd
“Omega Financial Management & StepChange have worked together on the development of Omega’s marketing plan for 2012, which is now being jointly delivered by us. Eamonn’s insights & structured approach have added significantly to the planning process and his creative ideas and quality of delivery have enhanced our business within our target markets. I’m very happy to recommend StepChange to other Financial Advisor businesses.”
MD, Omega Financial Management
“StepChange worked with Howth Financial Services by facilitating our business and marketing planning. Through the process used, we surfaced a number of important challenges and opportunities for our business and Eamonn helped us to capture these in a structured plan for our business. We are very happy to recommend StepChange to other Financial Advisers”
Howth Financial Services
“Eamonn joined our Resource Team in March of this year and has already become one of the most valued service providers by members of the Group. His experience and knowledge has helped many members develop and implement their own marketing plans and strategies – both traditional and online. His understanding of the financial services industry and his ability to adapt to all member requirements, from basic planning to developing web content and client communication programmes, gives our members a definite edge against fellow competitors”
CEO at the Trusted Advisor Group
“I have worked with Eamonn over the past year and a half as a business and marketing consultant with particular emphasis on the use of Social Media. He is very clued in to the needs of Independent financial planning advisors. He has a very sound planning approach and a strong ability to help brokers make sense of how to use social media effectively. I look forward to working with him on an ongoing basis and am very happy to recommend his work”
Owner, Foresthill Financial Planning
“I first met Eamonn in the spring of 2012 at a meeting of the Trusted Advisor Group at which Eamonn was presenting. I was immediately impressed by not only his depth of knowledge on the topic he was presenting but also to his incredible attention to detail. At the time I was of the strong opinion that I had to bring my business into 2012. That meant putting together and adhering to a robust marketing strategy for Walker Financial Management in order to achieve the growth the business requires over the next few years. It became very clear that Eamonn had the knowledge and expertise that I was looking for. Eamonn and I subsequently met privately to discuss what I wanted and how I could achieve my goals for WFM. I had some of my own ideas, one or two of which Eamonn (thankfully) challenged. Today Walker Financial Management has not quite arrived in 2012 but its true to say we are light years ahead of where we were just 6 months ago. This would not have been possible without Eamonn’s input and time and not a small amount of patience. I would certainly recommend Eamonn Twomey to any business looking to either develop an effective marketing strategy or to strengthen an existing plan that might not be providing the results the owner might be looking for”
MD, Walker Financial Management