How professional advisers can use email marketing

Many professional advisory firms see email marketing as a promotional tool used by retailers, bombarding inboxes with 50% off vouchers. Email marketing should be part of every firm’s proposition.  Where advisers are using email marketing they’ll usually be using it solely to send out an electronic newsletter, a step in the right direction but it [...]

read more →

Client newsletters – the do’s and don’ts

Whether you’re creating a client newsletter or just want to improve your current one, here are some quick pointers: DO Use your brand – it should be clearly visible; Ensure it’s ‘easy on the eye’, it has to look good; Be authentic, write like it’s from you, the more personality the better; Mind your language; [...]

read more →