Financial Marketing Insights

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 […]

A skeletal approach
September 6, 2017

MM has been delighted to work on redeveloping the website for one of our clients – Wealth Design. We have been developing the site to improve its appearance and to ensure that it reads well. The direction was based on the principals of wire framing. We looked at their intended audiences first and what they […]


Firm acquisitions are one of the major growth strategies for Financial Advisory firms. In these two posts, we look at how you organise the brands for maximum benefit in such a situation. As a result of the acquisition you want to get as much leverage as possible from the existing brand and reputation, but then […]


This final blog brings together key aspects of the service proposition which will appeal to female clients.  In addition this blog looks at ways in which financial advisers can build rapport with their female clients through their marketing. You might be asking yourself “is this really necessary?” Well, research has identified differences in the way […]

Women and Wealth: Targeting Women in Wealth
July 31, 2017

Last week’s blog identified the changing market place and wealth management for women. As we have established that more women are coming into wealth, this blog will look at how marketing would target this emerging group of women. Often marketers need to segment their audience in order for their messages to be received and understood […]

Women and Wealth: The Changing Market Place
July 24, 2017

You may have noticed that there are growing numbers of women featured in the Times Rich List. Research shows that the global wealth of women will grow from $13tn to $18tn by 2021 (Williams 2017). In addition, the total number of assets under management held by female investors has grown worldwide by 8% over the […]

3 ways to generate customer referrals
July 19, 2017

At Mischievous Marketing, one of the questions we get all the time is ‘how do I generate customer referrals?’ It’s an attractive prospect – customers expanding your business for you? It’s like two birds, one stone, right? That said, it’s not always as simple as it may seem. An article by Littlechild (2010) suggests that […]

To Market or not to Market?
June 30, 2017

A number of Financial Advisers we have met in recent months have been very proudly anti-marketing and have considered it to be a weakness if they were to market their business. Their clients have all come from successful referrals and they actually consider advertising as a sign of desperation or worst still, as lacking integrity […]

I Think We Should See Other People
June 20, 2017

Breakups. They happen to the very best of us. No doubt we’ve all heard those infamous lines. “I need more space”. “I need to just find myself”. “It’s not you – it’s me!” Despite what they say, it always ends up pretty much the same. The bags are already packed and before you can say […]

Award Winning Entries
June 15, 2017

Mischievous Marketing has a strong track record when entering business awards. The independent financial advice firm Wealth Design, based in Cannock were awarded ‘Micro Business of the year’. Judges said: “An outstanding commitment to customer service was just one of the striking aspects at Wealth Design. It was obvious the whole company was committed to […]

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