Blog

Key moments of truth – are you creating misery or magic?

In 1984, Richard Normann formulated the concept ‘Moments of Truth (MOT)’, the idea that every interaction your client has with you or your business creates, either directly or indirectly, an ‘MOT’ on which the client will form or shape his opinion of you or your business. The basic principle is that when a prospect or […]

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Website tips – anxiety reducers

All too frequently, an adviser’s website will look great but fail to address the fundamental issue of moving the visitor along the sales process to making that phone call. It’s one of the key questions that needs answering – how do you encourage the visitor to make that call? Most web developers will talk about […]

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Don’t buy your email mailing list until you’ve read this

So, you’re considering buying a mailing list as part of your plans to grow your business. How do you ensure you’re not getting a bunch of poor quality email addresses that are years old? Here are a few considerations before you commit money to a potentially out of date bunch of data: How is the […]

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Social Media – it’s a bit like Marmite

Which of the three options below best describes your attitude to social media? 1) I embrace it daily and am reaping the rewards; 2) I am dabbling in it, am enjoying the experience but am yet to see any tangible results;  3) I detest it, am not interested and don’t see the value. Despite all the hype surrounding […]

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How to build surveys into your PR activity

A survey can be a great PR tool and with the growth in social media, there’s no better opportunity to start sharing your results with the wider public. As a professional advisory firm, start with an annual client feedback survey. Don’t hold back sharing the results, particularly if you’ve had a fantastic response. Sharing statistics […]

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10 reasons to outsource your marketing

Lower operating costs – the cost of hiring full-time marketing staff can be expensive. Marketing outsourcing costs you less than a single, experienced marketing employee without the need for a full time salary and overheads which can include recruitment, car, pension, training and office space. Knowledge and expertise – access up-to-date marketing expertise from someone […]

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There’s a video revolution happening…..

Shhhhh… there’s a video revolution happening. Say goodbye to slick, graphics-heavy, over-priced, tub thumping corporate videos and say hello to documentaries, video testimonials and vodcasts. 15 years ago, creating a video for your business involved a sizeable investment of both time and money and your video would have been seen by only a handful of […]

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10 reasons why your advertising fails

Creating one-off adverts instead of campaigns You will waste money in business advertising by advertising too infrequently, rather than too often. Don’t try to save money by reducing advertising frequency or spreading the cost across a range of publications. Advertising in the wrong places It’s important to spend considerable time identifying your target publications and […]

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Introducing new feature in the ClientsFirst Technology – Google+

So you’ve heard of Facebook, LinkedIn and Twitter but what about Google+? This is the new social networking tool introduced by Google, which is fast growing in popularity. As Google Fellow, Amit Singhal, noted on the official Google Blog: “We’re transforming Google into a search engine that understands not only content, but also people and […]

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New Drag & Drop Dynamic Content Builder

This applies to anyone using our Professional, Professional+, Enterprise or Enterprise+ services. Dynamic Content is a powerful way to automatically target your email campaign content to each individual recipient. You can now define and create powerful, rule-based dynamic content in your campaigns in minutes – just by dragging & dropping: Drag dynamic content elements straight […]

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