Financial Marketing Insights
Blog
Using testimonials in your marketing
November 18, 2017

Testimonials may not be the first thing that occurs to you as something that should be incorporated into your marketing strategy, but they are definitely worth considering. Testimonials are often underrated but if you think of how many times you have either read a review or heard of another customer’s first-hand experience, the chances are […]

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Communicating Bad News
November 13, 2017

With the introduction of MiFID II and the forthcoming requirements, one which really stood out was the communication around portfolio falls. As quoted in FT Adviser “MiFID II requirement for clients to be informed when portfolios fall 10 per cent or more has created confusion among advisers, discretionary fund managers (DFMs) and platforms over who […]

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Systems and Marketing – The Ultimate Fit
November 5, 2017

Marketing is about making the promise. Depending on your business this can be both creative and engaging. Ultimately it is essential that the correct service is provided to your clients. Systems are about delivering on your promises and you need both of these to deliver excellence. For instance, your firm will have a mission statement […]

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Lights, Camera, Action … developing the plan
October 28, 2017

If you are looking at buying in video skills to use as part of your marketing armoury here are some points which might help your approach. Plan First you will need to think about what you want your message to be so you can decide how you want your video to be. If you’re struggling […]

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The Case for Video We have recently had a number of financial advisory firms enquiring about adding videos to their marketing collateral. Videos can prove to be a wise investment as research has found that just one minute of video is worth 1,800,000 words and that 76% of businesses have reported a return on investment […]

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Marketing the Team
October 14, 2017

For financial advisory firms, the team makes all the difference to the client experience.  Not just the advisers but the friendly practice administrator who recognises your voice when you call as well as having worked on your case. That is why from a marketing perspective we are always keen to showcase the team.  That sounds […]

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The previous blogs have looked at future proofing your business which ultimately aims to introduce measures where possible to account for unpredictable changes which can have a significant impact on your business. Previously, we looked at future proofing through managing client’s relationships and generational planning. The final blog in this future proofing series is going […]

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This series of blogs are looking at ways in which you can help your business stand the test of time. Naturally, businesses are very unpredictable and changes occur which are not always expected. Therefore, these blogs are looking at ways to add security to your business by ‘future proofing’ where possible. The last blog looked […]

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Have you ever stopped to ask yourself; where will I be in five or ten years’ time? You may still be at the helm of the business or instead hoping to spend more time on leisure activities. More to the point, where will your business be at that time? With ongoing changes coming from the […]

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In these two posts, we looked at when a company is acquired how are the brand identities managed from a company and a client perspective. In the first blog, we looked at when the acquired brand takes on the identity of the existing brand. One slightly unusual scenario is when a firm acquired has been […]

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