Is it appropriate to be paying COI’s a share of your success from their introductions or referrals? Should you share fees or commissions in other words. Personally, I think not. However, it is just a…
It might seem like a dumb question: but “How many leads do you need?” One of the most common questions I get asked is “what sort of marketing should I be doing?”…and my response is…
Getting the frequency of newsletters or regular client communications right is a real challenge. How much is too much, and runs the risk of you being a nuisance? How much is too little, and runs…
Target marketing is usually the difference between those firms who get the right sort of clients, and those who just get customers. Clients follow advice, because they value it. Customers engage in transactions. They buy…
Regular readers will know that I am a massive fan of using social media and other digital marketing tools and tactics, especially in professional services where we are trying to market our expertise, rather than…
Promoting our personal professional brand is essentially all about creating top-of-mind-awareness. Being the person that our target market thinks of, and then calls, when they recognise a need or desire is our goal. We want…
Digital marketing MUST be on every advisers radar by now, but which digital tactics are best for your practice remains a burning question for many it seems. The answer to that depends on what you…
For any individual adviser to become “a trusted brand” in your target markets mind has to be their main marketing goal. The importance of great engagement with prospective customers cannot be over-emphasised here…it is THE…