by Lucy Myall | Aug 15, 2024 | Blog
Back in April, as part of our monthly webinar series, we spoke with Rory Sutherland, Vice Chairman at Ogilvy UK. He shared his marketing expertise, offering valuable insights into consumer behaviour, specifically aimed at financial advisers and planners. Here are...
by Lucy Myall | Apr 16, 2024 | Blog
We will be exploring about business managers. Discover why they are important, who they are, and how they help businesses succeed. Get to know the driving force behind success and explore their strategies. Who is a Business Manager? Meet the backbone of successful...
by Lucy Myall | Feb 26, 2024 | Blog
When you start marketing your financial services business, you have two options: Dive straight into tactics Develop a detailed strategy/plan. One of these options is: More cost-effective Quicker Useful in focusing your efforts and avoid “shiny” new things Beneficial...
by Lucy Myall | Feb 8, 2024 | Blog
As it’s apprenticeship week between 5th to 11th February, it’s a great opportunity to reflect on my accidental fall into the industry and how I made those decisions almost 10 years ago. I started in the industry as an admin apprentice, starting some exams and learning...
by Lucy Myall | Jan 12, 2024 | Blog
The best way for financial advisers and planners to generate new enquiries is from recommendations from existing clients. Why? Because they have the highest conversion rate and the lowest cost of acquisition. So, it’s not surprising that almost all financial advisers...
