Journal Archive Categories :: Marketing

Any business that wants to survive has to get its marketing right. In the midst of an economic boom, plenty of businesses go bust; and in the midst of a recession, plenty of businesses grow from strength to strength. The difference between the two types of business is almost invariably linked to their marketing.

In the Marketing Tip of the Month we will share with you some marketing ideas successful advisers are using right now to ensure their practices not only survive, but thrive.

Archive

• How To Begin A Sales Meeting

  Published: July 16, 2011

  Author: Paul Cadde

• First Impressions

  Published: June 16, 2011

  Author: Paul Cadde

• How not to Sell Financial Services

  Published: May 13, 2011

  Author: Paul Cadde

• Is there still a market out there for us?

  Published: January 23, 2008

  Author: Paul Cadde

• Why is the FSA Promoting Depolarisation in Doctors? Surgeries?

  Published: June 24, 2005

  Author: Paul Cadde

• Tax Advice by Auditors

  Published: February 3, 2005

  Author: Paul Cadde

• 1 in 5 Employees Looking to Start Own Business

  Published: January 7, 2005

  Author: Paul Cadde

• Nationwide Building Society Consumer Confidence Survey

  Published: October 11, 2004

  Author: Paul Cadde

• Does your solicitor speak English?

  Published: August 9, 2004

  Author: Paul Cadde

• How to improve your business

  Published: July 21, 2004

  Author: Paul Cadde

• Cold Calling

  Published: July 19, 2004

  Author: Paul Cadde

• A Better Mousetrap

  Published: July 19, 2004

  Author: Paul Cadde

• Pension Provision back in the Limelight

  Published: July 19, 2004

  Author: Paul Cadde

• Listening To The Buying Signals

  Published: July 19, 2004

  Author: Paul Cadde

• New Company Reporting Thresholds

  Published: July 19, 2004

  Author: Paul Cadde

• Are People Satisfied With The Level Of Tax They Pay?

  Published: July 19, 2004

  Author: Paul Cadde

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Journal Categories

Back Office (10)

The Back Office Tip of the Month is your opportunity to find out what is working well for other advisers, and save having to reinvent the wheel yourself. It will cover the broad spectrum of the ways in which successful practices organise themselves, as well as some of the industry specific processes which help make our jobs easier.

Client Care (7)

We all want to ensure we continue to give the very best service to our clients.

In the Client Care Tip of the Month we will share ideas other advisers have found help them to maintain excellence in the ways they look after their clients.

Marketing (16)

Any business that wants to survive has to get its marketing right. In the midst of an economic boom, plenty of businesses go bust; and in the midst of a recession, plenty of businesses grow from strength to strength. The difference between the two types of business is almost invariably linked to their marketing.

In the Marketing Tip of the Month we will share with you some marketing ideas successful advisers are using right now to ensure their practices not only survive, but thrive.

Money Making (6)

As a financial adviser you are not here to practise an interesting hobby. Your practice is a business. A business which should provide you with the income you want.

The Money Making Tip of the Month recognises this, and will provide you with ideas which you can adapt to ensure you really get the income you want out of your practice.

Motivational (3)

It is a fact of life that the more motivated we are, the more we can achieve. But it also seems to be a fact in our industry that wherever we turn we see news and gossip that demotivates rather than motivates us.

The Motivational Tip of the Month is intended to reverse that negative trend. It will be a reminder of just why we joined our profession in the first place and is designed to inspire you to achieve the great things of which you really are capable.

Tax (77)

Most clients recognise the value of proper tax planning. They may rarely act on the tax advice you give them, but they appreciate the fact that you gave it to them anyway. It probably puts you head and shoulders above any other financial advisers they may have met, and reinforces the fact that you are a professional who is there to help them.

Each month we will give you a tax tip you may wish to slip into your conversations with your clients, or even include in your newsletter to them.

Time Management (3)

Whoever your hero in life may be, whether it is Bill Gates, Warren Buffett, Leonardo Da Vinci, or Mother Teresa, that person had exactly the same number of hours in their day as you when they achieved greatness. The big difference is how they used those hours.

The Time Management Tip of the Month will share ideas you can put into practice to squeeze more value out of your day.