Picking up the phone or sending an email to a Financial Planner for the first time; it’s a big deal. I was chatting with a Financial Planner last week, and we talked about how we often underestimate what a big deal this is. After all, we know that we’re friendly people, able to put even […]

Times are changing in the land of financial services regulation. The introduction of the Senior Managers & Certification Regime (SM&CR) for financial advisers on 9th December is coinciding with changes to the Financial Services Register. It’s been a long-debated subject, with earlier plans suggesting many individual advisers wouldn’t appear on this public-facing directory of regulated […]

This morning we presented our latest free webinar, this time on 5 ways for Financial Planners to use social media effectively. You can watch the replay of this 45-minute webinar now here. Within this webinar, I talked about the importance of strategy before getting started with social media marketing. Financial Planners have different marketing strategies, […]

Being too busy is a nice problem to have. If your marketing works as well as it should, then you are likely to reach a point in your business where you no longer have the capacity to engage new clients. That’s a good thing. In the current recruitment environment where Paraplanners are more scarce than […]

Before I pack up my things for the weekend, a few thoughts based on a couple of conversations and one news article this week. I spent all of yesterday afternoon at a local business exhibition, speaking to other local businesses and helping our Chamber of Commerce recruit members. Chatting with a local estate agent and […]

When we think about implementing business change, we often consider a wholesale change. Rather than making tiny adjustments, the temptation is there to make big, sweeping changes that fundamentally alter the nature of what we do. Despite this temptation, there’s a strong argument for making small changes that result in marginal gains. To illustrate what […]

We held our first Facebook Live session at lunchtime today. This new format from Bamford Media, Final Friday Facebook Live, will become a regular event on the last Friday of each month. It’s an informal Facebook Live session covering some topical Financial Planner marketing issues, as well as answering your questions. In today’s first Final […]

40 conversations with personal finance journalists in 40 days. That wasn’t the goal at the start of 2019, it’s just how the first few weeks of this year panned out. Each time I have a conversation or an email exchange with a journalist, I make a note in a spreadsheet. This is one of the […]

I’ve had some interesting conversations with Financial Planners in the past week. They all shared similar marketing goals around prospect generation and client acquisition. In one case, a small team of Financial Planners was reliant on their presence within a larger corporate website for their parent firm of Chartered Accountants. The other was a self-employed […]

Audio podcasting has a large and growing audience in the UK. With podcast listeners typically engaged, loyal and affluent, they are the ideal target client for Financial Planners. Yet relatively few Financial Planners in the UK are publishing their own podcast on a regular basis. In fact, I can count them on both hands. Something […]