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Marketing

Why it’s hard to get clients to engage with Financial Planning

Recently we have been doing quite a lot of work around client engagement. By engagement I mean getting clients to be engaged with their long-term financial planning on an ongoing basis. Nailing client engagement can be tricky at the best of times but it can be particularly challenging for financial advice businesses. Most advisers are …

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3 rules of marketing communications

A challenge that just about every adviser we talk to, tells us they are struggling with, is finding more and better quality clients. With the advice landscape changing over the last few years there has been the recognition that working with absolutely any and every client, irrespective of their circumstances or revenue potential, is no …

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Marketing Masterclass – Part 8 – Creating your action focused marketing plan

In this, the final part of our 8 part marketing masterclass video series, I look at how to create an effective marketing plan. One that you can implement and stick to, rather than one that finds its way into a filing cabinet never to be seen again. Marketing Masterclass Video 8 – Creating your action focused …

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Marketing Masterclass – Part 7 – Marketing Metrics

In the penultimate video in our 8 part marketing masterclass series, I talk about the key metrics you need to track and monitor to establish which of your marketing strategies and tactics are delivering the results you are looking for. Marketing Masterclass Video 7 – Marketing metrics from Steve Billingham Consulting on Vimeo.

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Marketing Masterclass – Part 6 – The 8 keys to engaging client communications

In part 6 of our 8 part marketing masterclass video series I explore the key components of client communications that will resonate with and engage your target market. Marketing Masterclass Video 6 – The 8 keys to engaging client communications from Steve Billingham Consulting on Vimeo.

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Marketing Masterclass – Part 5 – The 8 client questions you must answer

In part 5 of our 8 part marketing masterclass video series I focus on how to grab the attention and interest of your target market by making sure you answer the 8 questions that all prospects will have in their minds. Marketing Masterclass Video 5 – The 8 client questions you must answer from Steve …

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Marketing Masterclass – Part 4 – Building client trust

In part 4 of our 8 part marketing masterclass video series I look at the most effective ways to gain the trust of your client. Trust has to be built over time and there are only 2 levers you can pull to increase trust. They are… what you say and what you do! In this …

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Marketing Masterclass – Part 3 – Niche Marketing

In part 3 of our 8 part marketing masterclass video series, I take a look at why, for almost all businesses, marketing to a clearly defined niche or target market is likely to be more effective than trying to get your message across to everyone. I also take a look at the characteristics that makes …

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Marketing Masterclass – Part 2 – Why your marketing might not be working right now

In the second part of our 8 part marketing masterclass video series, I explore why the marketing you are doing right now, might not be working. Marketing Masterclass Video 2 – Why your marketing might not be working right now. from Steve Billingham Consulting on Vimeo.

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Marketing Masterclass – Part 1 – The fundamentals of effective marketing

This is the first in an 8 part weekly marketing masterclass video series and to kick things off, in video 1 we are exploring the key fundamentals of effective marketing. I also explain what I’ll be covering in the rest of the series. I’d love to hear your feedback, but more importantly, I hope you …

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