How to build your email marketing list

Email marketing is one of the best ways for financial advisors to connect with clients and prospects. But to get results from your efforts, you need to make email list building a priority. In this post, I look at how to build your email marketing list. Building your email list Previously, buying email lists was a common practice and could …

Join me for a Facebook Ads for Financial Advisors Masterclass

You want to generate more leads right? Of course you do. What if I told you I know of a way to make your lead generation work smarter, not harder? Want to find out more? I invite you to join me for a Facebook Ads for Financial Advisors Masterclass on 28th May, 4-5.30pm BST. During the 90 minute session, I …

How to get your marketing noticed during a pandemic

For financial advisors looking to promote their services during this time, it’s a delicate balancing act between offering support and advice without appearing opportunistic. But, we all need to find a way to stay afloat as we navigate the outbreak of COVID-19 and its impact on markets, businesses and their client base.  In this post, I look at how to …

Essential tools for financial advisors

I’ve had a number of queries about software programs over recent weeks – what are they and what are the best ones to use? In this post, I look at essential tools for financial advisors. Technology has had significant inpact upon the financial services industry. Many Financial Advisors have come to rely on sophisticated software designed to help them not …

Habits of the most effective Financial Advisors

In my experience, most financial advisers and planners are equally interested in improving their marketing. They know effective marketing is the key to growing their business and attracting enquiries from the right types of people. In this post, I identify the habits of the most effective Financial Advisors. 1. They are strategic thinkers Marketing through trial and error is costly, …

Why social media is the new ‘word of mouth’ for Financial Advisors

Many Financial Advisors find client retention a pressing issue, which is crucial as retaining exisiting clients costs much less than acquiring new ones. Infact, generating business from new client acquisition can cost anything between 5 to 25 times more than it does from an existing client. But how can social media help? In this post, I look at why social …

How Financial Adivsors can help their clients remain calm during COVID-19

With the recent lockdown extension announcement, it’s likely that a number of your clients may be panicing. It’s natural for everyone to worry about the societal and economic impact of COVID-19 pandemic, especially those who have suffered a severe drop in the value of their investments. In this post, I look at how Financial Adivsors can help their clients remain …

Financial Advisors, Customer Retention and COVID-19

There’s no denying that COVID-19 is disrupting your ability to meet customers’ needs. However, it’s important to recognise that because of COVID-19, it’s likely that your customers needs may have changed. It this article, I discuss Financial Advisors, Customer Retention and COVID-19. Engage, engage, engage Engagement is more important than ever. Want to retain your clients? You need to stay …

How to create the right type of content for your customers

I’ve talked about the importance of content marketing for Financial Advisors in previous posts. Financial Advisors need to create content that is of interest to their leads at different stages their journey. In this post, I look at how to create the right type of content for your customers. Webinars Webinars are a great way to engage with your clients …

The Major Trends Caused by COVID-19 and how to Respond

It’s undeniable that as the events of the last few weeks have unfolded, every single one of our lives have been turned upside down. As travel comes to a virtual halt, schools close, and governments react, most of us find ourselves stuck in our homes to avoid and halt the spread of the novel coronavirus.  With this in mind, it’s …