Cold Calling

Is it legal for a financial adviser practice to cold call in order to find new clients?     This is a question I am frequently asked by advisers wanting to expand their practice. I suspect that many other advisers do not ask the question as they think they already...

Viral Marketing

“Viral Marketing” seems to be the in phrase.  Maybe you have already tried some YouTube viral marketing and given up when you discovered nobody wanted to watch your video because it didn’t feature cats doing silly things.   But viral marketing is by no means...

Images in Marketing

Do you use images in your online marketing?   If you have a website, then I am sure you have used images there.  But you should also use images in your blog articles on the site.  I assume you do write blog articles?  If not then you really should consider doing so,...

Marketing

How much do you spend on your marketing?  How much should you be spending?  Or perhaps I should ask how much should you be investing in marketing, as you should always view your marketing budget as an investment rather than a cost.   We have done quite a lot of...

Auto-Enrolment Opportunities

Many advisers have told me they do not intend doing anything about auto-enrolment advice as they do not see any real opportunity.  I suspect some of them do not want to move out of their comfort zone!  But what exactly are the opportunities for a financial adviser,...

2014 Budget

This year’s budget included a revolutionary change to the way in which pension benefits may be taken. This change has already been widely discussed, and the advantages to clients are very obvious. There are also other potential implications which I find even more...