Here at Bamford Media, we review a lot of IFA websites. Compared to a decade ago when the IFA sector was notable by its absence of websites (and for those firms that had a website, its reliance on generic templated network sites), today it seems that the vast majority of IFAs have a website in […]

As the Financial Planning profession in the UK continues to grow, so does the number of conferences and events catering for Financial Planners. Along with product providers and professional bodies, several independent events have sprung up in recent years which take a fresh and engaging approach. In this post, we’ve included details of the conferences […]

As the year draws to a close, attention is turning to making plans for 2019. You might be closing this year completely happy with the business results you’ve secured. You might be approaching 31st December thinking you could have done more, that you would like to or need to do more next year. When we […]

“A very calm and professional message. Let’s hang in there despite our personal views on the shambles.” That was the reply from one client following an email from his financial planner, reminding him of the fundamentals of investing this week. With the Brexit negotiations stumbling along, and a renewed bout of market volatility rearing its […]

Congratulations! You’ve been featured in the New Model Adviser Top 100 or received a similar accolade. But now what? In our experience, financial planning firms do a wonderful job putting themselves forward for awards, and then tend to squander the opportunities that could come about from being named a winner. Here’s a few things you […]

People buy people. It’s a simple statement but one which is undoubtedly the case, especially in the financial planning profession where establishing trust is critical. There are several hygiene factors to consider when creating or reviewing a financial adviser website. Pages have to load quickly. If they don’t, visitors will get bored and move to […]

Being quoted in the trade or consumer financial press is a powerful endorsement of your expertise. For prospective clients, seeing your name in the paper is more likely to prompt them to pick up the phone or send you an email. When existing clients see your name in print, it encourages them to refer you […]

An effective social media presence is essential for every business. In the financial planning profession, getting social media right can have multiple benefits. It helps existing clients refer their friends, family members and colleagues for your services. It can help you connect with professional connections. It makes you more visible online, allowing the right clients […]

We love this video. Branding can easily change our perception of a product or service. Making a few small changes to the way you present something (name, font, colours, packaging) and your audience becomes willing to believe it stands for something entirely different. You can watch this video and think it’s a group of foodie […]

There are plenty of benefits associated with regularly posting fresh blog content on your financial planner website. As well as helping Google and the other search engines rank you highly in search results, it also reassures existing and prospective clients who are visiting your website that you have your finger on the pulse. But when […]