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personalize-engagement
Adviser Marketing: Personalise or Perish
by Tony Vidler        Everyone today wants “it” to be about them.  They expect personalisation in our contact with them.  For financial adviser marketing then it really does come down to “personalise or perish” – with perishing meaning you vanish from your target markets mind. You cease to exist for them in reality, and am therefore […]
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5 ways to make smarter use of your CRM system
by Tony Vidler        In days gone by Customer Relationship Management (CRM) systems were used as little more than simple marketing machines. They contained enough information to know who your clients were and how to contact them, and perhaps even had some prospects in there, and be able to produce a mail merge to run […]
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