Blog

VouchedFor’s New Awards: Great Exposure for Advisers

Launched in 2012, VouchedFor.co.uk has brought the Tripadvisor model to the IFA community. Founded by Adam Price (ex Barclays Wealth) they have grown quickly and now have over 1,300 IFAs and 4,500 reviews. They have built relationships with a number of partners including The Independent, The IFP, Centaur Media and FundsNetwork as well as being […]

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Six reasons why your next marketing focus needs to be personalisation

The increased impact personalised marketing campaigns can have on your clients and prospective clients can really make the time spent on them worthwhile. Here are six reasons why personalisation is something worth doing, how it can take different forms and what effect it will have on the performance of your marketing. Email personalisation can boost […]

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Clients are looking for valuable content. Are you providing them with it?

Our work with clients across a range of industries and professions often means we regularly read a selection of documents you wouldn’t always necessarily expect to find on our coffee table! Last week, for example, we had our collective noses stuck well and truly into a report about small businesses’ legal needs, entitled In Need […]

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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 years, I’ve seen too many websites […]

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4 ways to craft great newsletter introductions

When people receive content from you, they decide whether they want to read on in a matter of seconds. For your email newsletters, this time reduces substantially, as people decide whether you have engaged them enough before they hit the ‘file’ or ‘delete’ buttons. You’re probably already making use of great tactics like adding your […]

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Live: ClientsFirst’s Jon Pittham talks marketing for advisers on AdviserHangout

ClientsFirst Managing Director Jon Pittham will be appearing on AdviserHangout at 1.00pm on Wednesday 12th June, in the company of host Abraham Okusanya. Together they will be talking through some of the marketing challenges facing firms and individuals in the financial services sector. Covering topics such as SEO, inbound marketing, the importance of content and […]

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5 Key e-mail metrics to make sure you measure

Whether you’re a MailFirst user or not, monitoring the success of your e-mail communications is vital to understanding who you’re reaching and what you’re managing to say to them. Originally, the statistics for e-mail marketing were limited but now, using solutions like MailFirst, it’s possible to produce all sorts of relevant key e-mail metrics about […]

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Marketing tip: Google Places

If you haven’t already, we recommend that you sign up to Google Places. As we all know, Google is the king of search and Google Places is not only free but provides an excellent opportunity for businesses. It provides a profile and location of your firm when users search Google. When many firms are working […]

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‘It’s how you say it’

Whether we are persuading someone to give us the last brownie or persuading them to become a client of our company, we form and structure our language in a particular way to ensure we get what we want. Therefore, I propose, a great deal of marketing and its success is dependable on the motto ‘it’s how you say […]

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