X
Member Login
User Name:
Password:
Register

FORMIDABLE Business Program ebooks

Guides and PDFs to Focus Your Business for Outstanding Results

Member Login
User Name:
Password:
Register
PO Box 237
Blackburn 3130
VIC AU
Tel 0417 831 737

Adviser Marketing and Goal Setting - blog posts and insights

| 1 | 2 | Next

Every Financial Planner Must Review their Advice Model Statement

Posted on Monday, 3th September, 2018 at 3:32 PM by Mark Laing - Advice Marketing Strategist 0 Comment

To deliver value to clients and be respected as an advice based professional, a financial planner must have a written Advice Model Statement. The Royal Commission has highlighted the need for advisers and financial institutions to meet the service commitments promised to their clients. A well thought out Advice Model is essential for this. An Advice Model Statement documents the practice’s advi..... Read More
Leave a Comment

How Financial Planners Can Use Content Marketing to Generate Referrals

Posted on Wednesday, 18th April, 2018 at 3:37 PM by Admin 0 Comment

An asset of all professional firms is the expertise, knowledge, and experience of advisers. Too often this wealth of knowledge is only used in advising individual clients, or in presentations to small groups of existing clients. Yet this knowledge can be developed into a powerful on-line marketing asset by implementing Content Marketing campaigns. Whilst Content Marketing is the popular term f..... Read More
Leave a Comment

How Financial Planners Can Use Influencer Marketing to Generate New Clients

Posted on Tuesday, 17th April, 2018 at 8:37 PM by Mark Laing - Advice Marketing Strategist 0 Comment

Influencer Marketing is: ‘the on-line marketing of expertise through influential individuals with an audience matched to the target profiles of the adviser.’ Every community has gatekeepers. Those individuals who can provide access to target clients. For many advisers, e.g. financial planners, this traditionally consisted of word-of-mouth referrals from existing clients, and referrals fro..... Read More
Leave a Comment

The Future for Financial Planners is Inbound Not Outbound Marketing

Posted on Monday, 16th April, 2018 at 9:49 AM by Mark Laing - Advice Marketing Strategist 0 Comment

Marketing can be categorised as Inbound or Outbound. We all understand Outbound Marketing. It’s the traditional approach where the adviser initiates contact with a prospective client. This can take the form of placing an advertisement in a newspaper, engaging a telemarketer to call prospects, etc. Outbound Marketing is a proactive activity that seeks to reach prospective clients and have the..... Read More
Leave a Comment

Advisers Can’t Risk a Passive On-line Presence

Posted on Saturday, 14th April, 2018 at 9:39 PM by Mark Laing - Advice Marketing Strategist 0 Comment

As an adviser, and at the practice-level, if you are not actively developing your on-line presence and using Internet marketing, you are playing a losing game. Whatever the excuses for not doing so, clients are making the Internet and social media networks an essential part of their lives. That’s where they are active and engaged. That’s where advisers and their expertise need to be featured...... Read More
Leave a Comment

How Advisers Can Use the Internet to Engage Clients

Posted on Thursday, 12th April, 2018 at 12:57 PM by Mark Laing - Advice Marketing Strategist 0 Comment

It is essential for advisers to use all avenues for engaging existing clients, and in developing opportunities with prospective clients. The Internet is the most powerful marketing resource for achieving both of these aims. Internet and social media marketing is used to: Engage existing clients – build stronger relationships through regular contact where clients are active on-line. Have a..... Read More
Leave a Comment

| 1 | 2 | Next