6 Benefits to your marketing of sending out a survey

Sending out a survey can benefit your marketing far more than just letting you know a little more about what your clients think of you. MailFirst’s survey capability is currently having a major tune-up, which will be ready for clients to use very shortly. Whilst the final tweaks are being … Read More

7 Marketing ideas for Financial Planning Week

This week is the IFP’s Financial Planning Week, which every year seeks to encourage firms to raise awareness of the benefits of financial planning through a range of collaborative initiatives and marketing ideas. There’s a host of ways to get involved on the IFP’s website, but what if you fancy … Read More

MailFirst Updates: September 2013

MailFirst is updated regularly to make sure clients receive the best possible level of technology with the greatest array of features. During the course of August and the beginning of September, we made the following updates to the system to aid its usability and performance. Create your own … Read More

Four Things Advisers Are Getting Right with Their Marketing

The days of cookie-cutter corporate marketing are over – at least for financial advisors who are doing it right. Four trends stand out for me. 1. Understanding “It’s about you, not us” When I read “It’s about you, not us” on an advisor website recently, I said “Yes!” out loud. For … Read More

Why client communication matters

In a world most of us can remember, Mr Smith was your banker, Mr Arthur was your solicitor and Mr Jones was your financial adviser. They were all based on the high street (remember those?) and you could walk to them from your house. ‘Client communication’ meant clients calling in … Read More