Attention financial advisers, 25 ideas to ignite your business in 2012
When the going gets tough, the tough advisers get going Do you need to improve your marketing and advertising techniques in order to compete in a post-RDR market?
The majority of financial advisers are confident about the future
89% say they are likely to remain in business post-RDR Aviva’s latest Adviser Barometer found market sentiment is improving, with the overwhelming majority of advisers (89%) now saying they are [...]
Financial advisers need to educate more businesses on protection
63% of small, family-run businesses would not survive the loss of a key member of staff Almost two-thirds (63%) of small, family-run businesses would not survive
Top 5 things financial advisers should be doing now
Make sure your business can survive and thrive The news may be depressing, the markets jittery and it’s getting harder to feel optimistic. So, what should advisers do? Here are [...]
Do financial advisers generate enough quality referrals?
Some interesting facts that may surprise you 80% of all advisers agree they do not generate enough quality referrals
Financial advisers must do a good job and ask for referrals
Don’t leave anything to chance and don’t surprise your client Traditional referral selling training has been to ‘do a good job and ask for referrals.’ One of the critical parts [...]
It’s good to talk with your target market
A ‘needle in a haystack’ approach to telemarketing The days when advisers would simply reach for the nearest telephone directory and start randomly calling numbers should be long gone but it [...]
69% say direct mail is the most important channel
Resurgence of spending by financial services companies 76% of respondents to a recent study expect direct mail volumes to remain stable or grow, while 69% say direct mail is the [...]
