How financial advisers are generating more referral opportunities

Henry Jasper Content marketing, Digital marketing, Email marketing, Lead Generation

Reading Time: 4 minutes

Your website is the most important information and sales channel you have – are you taking full advantage of it? 

I have used the word ‘newsletter’ in this article as a generic term. At Goldmine Media, we moved away from creating newsletter formats many years ago, and now our publications visually and editorially resemble mini-magazines. Today, our goal is to produce publications for financial advisers that wouldn’t look out of place if they were featured in the online supplement sections that form part of one of the weekend broadsheets.

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Is your financial advice firm website fit for purpose?

Poppy Howard Uncategorised

Reading Time: 4 minutes

Challenges or opportunities of meeting your website needs and goals

Do you get a sinking feeling every time you look at your company website? Are you not seeing the results, leads and enquiries that you were promised and keep reading about? Is it time to accept your website isn’t fit for purpose? Acceptance is the first step – but then what?

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Why financial advisers need to innovate for an ageing population

Tobias Fenton Financial Marketing

Reading Time: 3 minutes

Engaging and marketing to an increasing number of UK pensioner millionaires

Pension reforms, along with the accumulation of property wealth, have created a generation of older people more affluent than ever before. As longevity continues to increase, it will bring with it new demographic changes and significant new business opportunities for financial service businesses.

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Financial advisers face increased costs to acquire new clients

Abigail Spencer Content marketing, Mobile marketing, Social Media, Websites

Reading Time: 5 minutes

The cost per individual client acquisition has grown by around 50% over the last two years

It’s a fact: highly engaged clients invest more, evangelise more about their financial adviser, and demonstrate more loyalty to their adviser. At a time when headlines about Brexit and tweets from Donald Trump, the US president, and the US-China trade war can move markets, financial advisers’ clients want to be certain that their money is being managed by the best people, invested in the best funds for their needs, and know that their adviser will be there to help them through the ups and downs of the financial world.

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What’s concerning 28% of financial advisers?

Tobias Fenton Social Media

Reading Time: 4 minutes

Getting social – the modern equivalent of the coveted ‘word of mouth’

Unsurprisingly, research carried out on a representative sample of financial advisers identified the top business challenge facing them currently is the increasing burden of compliance. This was selected by nearly half (49%) of the advisers surveyed[1].

But after compliance and regulation, the next other significant challenge commonly faced by established financial adviser businesses is servicing existing clients to lock in the client business for an eventual sale or business exit, selected by (28%) of the advisers surveyed. This makes total sense, as retaining existing clients is considerably less expensive than acquiring new ones. It’s very well documented that generating business from new client acquisition can cost anything between 5 to 25 times more than it does from an existing client.

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Tips for producing a successful company brochure

Camilla Pemberton Marketing

Reading Time: 4 minutes

How do you tell a compelling story about your business?

Even with the presence of the digital world all around us, is it still important to have a well-designed company brochure? The answer is a resounding ‘Yes’. Along with your website, social networking, advertising and marketing efforts, your company brochure forms an integral part of your branding and client engagement process.

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5 common marketing challenges faced by financial advisers

Abigail Spencer Digital marketing, Websites

Reading Time: 4 minutes

First impressions count in the personal finance and wealth management world

When it comes to digital marketing for the financial services sector, it’s a highly competitive arena. You’re competing with everyone from high street banks to platforms such as Hargreaves Lansdown.

Nowadays, first impressions are increasingly happening online. Studies show that first impressions are made within the first few seconds when a prospective clients visits your website. That is why every financial adviser business should develop marketing strategies with a clear online vision because you’re unlikely to get a second chance to make a good first impression.

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How financial advisers can achieve a true competitive advantage

Henry Jasper Mobile marketing, Social Media, Video marketing

Reading Time: 6 minutes

Creating an engaging client experience that is personal, fast, easy and useful

Over the past decade at Goldmine Media, we’ve seen the financial service sector undergo an unprecedented structural change. All financial adviser businesses now face a number of challenges in a post-crash market, including more stringent regulations, a more demanding consumer, competition exploiting disruptive business models, and how best to integrate new technologies internally.

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future marketing

Identifying future marketing revenue streams

Henry Jasper Digital marketing

Reading Time: 5 minutes

How a clever marketing plan can drive the growth of a financial service business

The financial services industry is increasingly being subjected to the rise of digital innovators and disruptors that present a serious threat to traditional business models. There’s also the risk of losing clients to these providers as they raise client expectations.

So where in the future will business come from, and how will marketing play an important role in it? According to new research[1], only 15% of financial advisers expect growth in asset values to drive their business growth next year, which is down from a third (34%) over the past five years.

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