Financial Marketing Insights
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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 […]

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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 […]

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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 […]

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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 […]

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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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Talk Dirty to Me – Sales!
April 11, 2017

I think we can all agree that ‘sales’ has become a word we all dread to hear. These days it is more commonly associated with negative connotations of high pressure sales and pushing things onto people that they don’t want. However, maybe it is time to rethink the role of the ‘S word’! This blog […]

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From the individuals we work with, not many set out intending to be a financial adviser. Although it is a rare career choice, some have pursued and even undertaken degrees in it. However, for those who are more “accidental” advisers we feel that your journey into a financial advisory role could in fact help you […]

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Insights into Retirees
March 21, 2017

For most financial advisers retirees make up the majority of their client base. Experian Marketing Services has done research and produced four classifications of retirees which could be helpful for financial advisers to be aware of. This post looks at how these segments help shape the communications to support your client engagement with the different […]

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Your organisation has a steady flow of clients and is operating well, but could you benefit from more clients, and are you sure that potential clients can reach you? The chances are that we you could always benefit from more clients but often we worry so much about getting our business right and how it […]

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We all know the importance of effective communication with our clients. The message must be clear, concise, accurate and… funny? Oh yes, believe it or not, humour can be an incredibly important and effective form of communication in advertising. This post will explain how it is so effective and why it is the most widely […]

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