Financial Marketing Insights
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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 […]

Blog

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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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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