Author: Phil

business pocket planner and pen ready to note an appointment

14 Dec Why Financial Marketing Typically Fails: The Importance of OST (1 min)

This year alone, I've met and spoken with dozens of financial advisers who claim that their financial marketing isn't working. Often they are looking for that "silver bullet," that magical marketing method, which will reach their target market and bring in the sales. Is it email marketing?...

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30 Nov Financial Newsletters: 4 Ways to Increase Client Engagement (3 mins)

Financial newsletters are a valuable tool for IFAs and wealth managers across the UK. Not only do they serve as a regular means of communication between you and your clients (keeping you in their minds), financial newsletters also allow your prospects and clients to keep informed...

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23 Nov Asset Management Website Design: 4 Practical, Cost-Effective Tips Going Into 2016

Unless you're one of those exceptional financial firms bucking the trend, asset managers are notoriously outdated when it comes to their website design. However, if you're considering an update to your asset management website design, then there are a number of trends you should ensure it follows. Not only will...

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Business people discussion at meeting room

28 Sep How To Create An IFA Blog That Actually Gets Read: 3 Quick Tips (2 mins)

A blog isn't just for trendy, freelancer types like web and graphic designers. It is actually one of the most potent inbound marketing tools available to modern businesses, including financial companies and IFAs. Not only does a blog promote user engagement, enhance your brand (by showing thought leadership), and...

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