Marketing for Results

One of the biggest challenges facing advisers and planners in the post RDR world is attracting enough of the right sort of clients.

Our Marketing for Results service takes you through the key elements of effective marketing and looks at the most effective marketing strategies and tactics to deliver success for your business.

We will work with you to

  • Identify your target market
  • Define your ideal client
  • Understand what your clients need, want and value
  • Find out what clients think about your service
  • Create a simple but effective marketing action plan
  • Identify the most effective marketing strategies for your business
  • Establish a more effective referral strategy
  • Build your profile, credibility and reputation with your target audience
  • Develop compelling marketing materials and copy
  • Identify ways to make your website and other marketing collateral more impactful and engaging
  • Measure the effectiveness of your marketing activity
If you need to up your game in terms of the consistency, frequency and effectiveness of your marketing activity, call us now for a discussion about where you are right now, where you’d like to be and how we might be able to help.