t4 Marketing Innovations Blog

Any last words dear...?

Investment News – a specialist trade publication for Financial Advisers in the US has been doing some research on advisers use of social networking and blogs as part of their marketing strategy.  This is interesting because the structure of the financial advice industry in the US is similar to ours and what happens in America tends to predict what will happen in the UK 5 years down the line.

More and more advisers we talk to want to integrate social media into their marketing plans. They … Continue Reading

Bloggers Map

Blogs are worth doing for financial adviser firms.  They are easy to do and you don’t require an IT PHD to run one.  Tools such as WordPress and Google’s Blogger allow anyone to keep one.  If you integrate your blog with your website it is a great way of keeping your website updated with fresh material.  Keeping a blog and updating regularly also helps with your Search Engine Optimisation and is one of the key ways to push you up those search engines searches – … Continue Reading

Email Marketing

As companies cut budgets to streamline operations in these tough economic times, e-mail marketing is coming into its own to deliver cost effective results. In many instances, direct mail budgets are being slashed, with some of those funds diverted to e-mail.

The people making the budget decisions have high expectations that e-mail will make up for the sales they expected from direct marketing.

Sharpening your company’s e-mail subscriber list is a key factor in improving results of online marketing campaigns. Look at these tips to help make … Continue Reading

21st Century marketing

How to step up your marketing in a recession

There is a 21st century shift in marketing that is affecting small and medium sized businesses – and it is affecting financial adviser businesses as much as  other industries.

What are the traditional methods of marketing your services?

• Networking – referrals, golf club, business club, round table…
• Direct mail
• Telemarketing – phoning up prospects and potential prospects
• Local press advertising – national press and trade press as well for larger IFAs.
• Seminars

These methods are still valid but in the modern world … Continue Reading

IFAs risk missing out on the upturn through a lack of marketing planning

Marketing Planning

· Financial advisers should be building up their profile now to be ready for the upturn.
· There are several ways they can build trust with clients and prospects.

When the recovery comes, many financial advisers will be unprepared and will miss out on the renewed energy in the marketplace because they have failed to prepare and build up their marketing activities.

Financial adviser businesses need to think beyond the mechanics of giving advice towards … Continue Reading