The latest thinking, techniques and
developments in financial services marketing

When it comes to growing their client base, the financial advisers of my acquaintance seem to be missing out on the huge opportunities offered by online search, especially now that consumers have a mobile computer in the palm of their hand. Continue reading “Why some financial advisers will fail online in 2012” »

Few could doubt that when used well, Twitter can raise a business’ profile and help it to attract, sell to and retain clients. But when used badly, you can pay a very high price. So what key Twitter etiquette rules should you be aware of? Continue reading “10 golden rules of using Twitter for business” »

More than two-thirds of people in the UK now use social media sites like Twitter and Facebook, making them one of the best ways for financial service businesses to communicate with their clients. If you havet done so already we look at what you need to know to get online. Continue reading “How to make the most of social media” »

Branding your firm is key to influencing a memorable response in the minds of your chosen audience. It is not only the name recognition of your firm, but also the perceived value of your organisation. Capture these essential branding elements and begin to cement a positive branded image for your firm. Continue reading “What can your firm do to increase name recognition?” »

The internet, iPads and smartphones have liberated information in new, and often unexpected, ways. Marketers now have the opportunity to sell highly tailored subscription services, slicing and dicing existing content for audiences that are defined by both traditional brand loyalties and by entirely new information demands.  Continue reading “5 ways audience development can drive your business” »

Halifax has partnered with FindaProperty.com to launch a “one-stop shop” app for UK house hunters, which provides a property search, mortgage calculator and local area information. Continue reading “FindaProperty and Halifax launch home finder app” »

The UK’s biggest pensions conference will offer HR professionals and employee benefits experts a new stream of speakers and sessions this year. Continue reading “Leading pensions conference launches new stream” »

Nearly three quarters of IFAs (74%) are concerned about the standard of advice available for clients with pension pots worth less than £50,000, research* from MetLife has found. Continue reading “Advisers concerned about advice gap for smaller pension pots” »

With the adoption of new ad formats and further penetration of tablets, the growth of paid search is on the up. Continue reading “Online advertising trends in Q1 2012” »

Financial advisers from around the world are, on average, more confident about the global economy than they were in Q4 2011 Continue reading “Financial adviser confidence in local and global economies starts to rise” »