engagement marketing

There are many barriers which can prevent a prospect from engaging in the professional financial advice process, and those prospect barriers are our problem to address. WE have to try and eliminate or negate all…

The dominance of search means prospects will typically first engage with you or your brand because of the content you’ve posted online. So who is your content for? It is essential to understand who your…

We learn as we go in professional services, and that is especially true when it comes to analysing why marketing campaigns “fail”. To be fair, few of us are trained in marketing at all so…

For any marketing message to be effective there are a number of things that one has to get right – but there is a bit of a formula! The first “secret” in effective marketing messages…

Who doesn’t want to be getting to the point where “ideal prospects call me” – and preferably continuously. Being so busy with new client opportunities that you just can’t handle them….So many incoming calls from…

There was a time when converting 10% of your prospects was the path to career success as a financial adviser. Hard to believe perhaps, but true. Everyone starting in a sales role was told to…

I was asked “when should I slow down or stop the marketing?” Answer: “Your marketing never stops. Never.” The rationale behind the question was the adviser has a good and large business – there are…

Who do most people turn to first for financial advice? Whoever is “top of mind”…and who is that usually? Their family. Research in multiple countries and jurisdictions repeatedly shows that the number one source of…