t4 Marketing Innovations Blog

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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

Investment News – a trade journal for Financial Advisers in the US – has been looking at how social networking, the web and blogging are increasingly being combined to help advisers market their businesses.  The article below looks at social networking – what is it and how can advisers use it?

Social Networking Map

A legion of intrepid financial advisers are twittering, linking in and in many other ways harnessing the power of the Internet to network socially in a bid to expand their practices.

They … 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

If you are marketing a financial adviser businesss, test social media

Social Media

Several conversations with both B2B marketers and financial advisers have really opened my eyes to the role that social media can play in B2B demand generation – and, yes, even for the marketing of financial adviser firms and services.

Blogs, LinkedIn groups, Twitter feeds, and the like don’t replace workhorse tactics like referrals, direct mail, email marketing or seminars (or even webinars), but those channels increasingly are where your customers and prospects spend time … Continue Reading

Twitter.com

Twitter is becoming more and more popular. The Twiterati – as one wag called them – are making a lot of noise. Stephen Fry and Richard Branson are heavily into this tool. The first news and pictures of the plane crash landing on the Hudson came out through Twitter and the news of the Mumbai hotel siege was coming faster and more comprehensively through Twitterers than it was from the big news networks.

So what. So it’s all the rage with all the Facebook and Bebo junkies. But what … 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