Financial Marketing Insights
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 […]

Fancy a Cuppa?
June 5, 2017

Stop reading. Go put the kettle on, make yourself a brew and then come back. I’ll wait. … Got your tea now? Sitting comfortably? Good. Now, let’s get started. Today we’re talking about tea, and specifically about how one brand exploited locality in branding to bring year-on-year growth in an otherwise struggling market. But first, […]

What Does ‘Wealthy’ Look Like?
May 23, 2017

As a financial adviser looking to attract more clients, you may think you already have a good idea of what ‘wealthy’ looks like. But instead of just flyering the local golf club or buying ad space in Horse and Hound, it might be worth looking at how those potential clients actually live their lives, and […]

Loving Local Brands
May 15, 2017

Butcher. Baker. Candlestick maker financial adviser? It doesn’t exactly roll off the tongue, but becoming part of your local community of brands could be vital in raising your business or personal profile. People like local brands. They’re seen as more trustworthy and customers see it as supporting their own communities. A survey by Nielsen into […]


Generational planning is a crucial way for independent financial advisers to futureproof their business as, handled well, it leads naturally to evolving and long-lasting client relationships. It requires a genuine client-centred approach in which you can demonstrate your care for the interplay across the generations of a family, using your skills to understand their unique […]


It’s a numbers game in the world of the independent financial adviser. That sounds obvious because you’re dealing in pounds and pence, percentages and statistics. But it’s also about relative ages of your clients, and the ages of their relatives, for that matter. Take a look at the broader picture and consider investing in some […]


In a world where lotions and potions allegedly have the magical ability to make us look ten years younger, age is just a meaningless number, right? Never mind that wrinkles may equate to wisdom and experience, the adverts try to persuade us that we’ll be happier and more fulfilled if we can cling onto our […]

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