marketing strategy

From what I observe, around 50% of professionals today still say they do not use digital marketing – and a fair proportion of those who say they don’t also say they don’t ever intend to…

For most professional services firms today the strategic challenge of the moment is determining what the right strategy is that will work for the firm rather than making it work. But when you do settle…

Even if Financial Advisers don’t feel the need to do marketing I would suggest that there are still some marketing places to be for advisers who feel they have enough clients. Even when prospecting for…

Do financial adviser titles matter? A good question given the number of advisers who seem to try and elevate their professional positioning by referring to themselves as something other than “a financial adviser”. You know…

If you are an adviser who has mastered digital marketing then you don’t need to read this. If you’re an adviser who thinks having a website IS the digital marketing plan, then you need to…

Old folk don’t take on new technology and new ideas, right? You just can’t teach them. Or is that “us”? Well that theory is getting blown away in a pandemic-like-way… There has been a continuous…

As professional advisers are more often than not still contemplating how to use social media as part of their overall marketing and client communication strategies 3 huge questions dominate their thinking: 1. Which social media…

There is a tendency for those in professional services to see marketing in a single dimension whereas it really is multi-dimensional. Typically marketing is seen as being one of two quite different things – and…