Behavioural finance guru Joe Jordan to host six events
MetLife is continuing its commitment to supporting advisers in developing their businesses with plans for six IFA events run by behavioural finance guru Joe Jordan.
Continue reading “Metlife focuses on client relationships with adviser seminars” »
With the staging date for larger employers just around the corner on 1 October, Standard Life has found that almost three fifths (59%) of employees who don’t currently have a pension are still not aware of auto-enrolment, but over half (55%) are keen to find out more about it.
Rebranding is can be a risky business. Get it wrong and you can damage client loyalty. But get it right and you will stand out from the other financial services competition.
Instagram is a mobile app that will enable its users to edit a picture and then swiftly upload it onto a social site. Unique editing tools can be applied to a picture in order to create a more dynamic image out of an ordinary snapshot. Instagram has rapidly gained the following of android and iPhone users. Here are a few innovative ways a financial services or wealth management business can use other marketing techniques.
Continue reading “Is Instagram useful as a marketing tool?” »
The government-regulated service intended to allow people to block cold callers is being ignored by “cowboy” telemarketing companies, according to a BBC ‘Panorama’ investigation.
Continue reading “Telemarketers accused of flouting cold-call regulations” »
The Direct Marketing Association (DMA) is demanding that the Information Commissioner’s Officer (ICO) makes an example of telemarketers that have broken regulations, in the wake of the recent ‘Panorama’ investigation.
Continue reading “DMA exerts pressure on ICO to make example of wayward telemarketers” »
Almost every financial services business needs to promote itself in some way, reaching out to clients and prospective clients. For those financial firms with large numbers of target clients in well-defined market segments, advertising can be a cost-effective way of communicating with them. Continue reading “Top advertising tips for financial marketers” »
Direct mail once ruled the roost, in the B2B space it was the quickest way to mass market to your clients and prospects. Continue reading “More financial marketers are turning back to using direct mail marketing than ever before” »
Want to influence clients, potential employees or the local community?
PR checklist
1. Decide what audience you are trying to influence: clients, potential employees or the local community.
2. Clarify your objectives; most financial services PR aims to build a reputation with clients and increase awareness of the firm, products and services.
3. Establish your timescales and budget; consider alternatives (advertising, for example), particularly for short-term objectives.
4. Decide who will be responsible for PR; establish how other employees should deal with press enquiries.
5. Consider whether you should involve a PR agency, particularly if you have a budget or want exposure in national media.
6. Provide any necessary training in producing effective press releases and handling the media.
7. Identify media which reach your audience and which are likely to give you coverage (e.g. local press, trade journals, online and off).
8. Investigate their requirements: the types of story they cover, their style, and their publication deadlines.
9. Identify contacts and build relationships: for example, inviting them to events or offering to provide useful industry information.
10. Plan a sustained flow of press releases and other PR initiatives over a period of months or even years; do not expect immediate results.
11. Identify any natural opportunities for PR: for example, product launches, new premises, milestone events.
12. Consider creating PR opportunities: for example, holding an open day, seminar, commissioning a survey, running a competition or sponsorship.
13. Investigate other opportunities, such as submitting articles or letters for publication, supporting local events, or offering yourself as a public speaker.
Want to generate more clients, more revenue, and more sales leads?
Whatever it is, the budget you put in place for your annual marketing will shape the results you achieve. All financial advisers should now be defining their marketing approach and budget that will support the seismic changes on the horizon with the RDR, HMRC’s RTI (real time information) and the ABI’s new Code of Conduct. Continue reading “Financial firms which consistently market themselves in a recession perform better than those that don’t” »
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