IFA newsletters – 10 top tips

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If you’re an IFA or Financial Planner and are sending or considering a client newsletter here’s some things to consider. Be personable – always address the client by name Carry your colours – your IFA newsletter must be immediately identifiable from your branding Be relevant – think about your audience, what do they want from [...]

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The five things that Public Relations (PR) isn’t….

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The five things that Public Relations isn’t…. 1) PR isn’t just media relations PR takes into account every single stakeholder (or public). If you are a professional advisory business then it’s your employees, clients, introducers, local and regional community, bloggers, policy makers, reporters, Industry analysts. Literally, everyone that your business touches. 2) PR isn’t advertising [...]

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Is it time to stop communicating and start connecting?

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We often hear that advisory practices are working on improving their communication with clients and prospects. There’s nothing wrong with this but we feel they could be doing more; it’s less about communicating and more about connecting – there’s a difference. Connecting isn’t just about newsletters and written communication, it’s also about phone calls, meetings [...]

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