Business Development

What I Have Learned Since Finding My Niche

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By: Tamsin Caine
Director of Financial Planning
Smart Financial, Smart Divorce

Niche means we receive far more enquiries from professional connections, friends, social media and internet searches amongst others.

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Bringing the Next Generation Into Our Profession

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By: Sarah Elson
Director
Berry & Oak

How can we bridge the gap between all the companies searching for talent and all the next generation talent desperate to find a career?

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Building Your Brand – My Journey

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By: Lottie Kent
Founder
True Financial Design Ltd

Niching and specialising in divorce was the best thing I ever did and the business has grown significantly ever since. Although at first it was very daunting.

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What It Means to Tell a Good Story About Your Business

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By: Andrew Thorp
Speaker, Consultant, Trainer

You don’t just tell your brand story through websites, brochures and advertisements. It’s done through the spoken word too. Aim to do justice to your brand every time you open your mouth.

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The Practice Manager – Why You Need One

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By: Dominika Sieradzka
Practice Management Consultant
RIE Solutions

Owners of financial planning firms often approach me when considering hiring a Practice Manager for their firm. Over the years, I notice that those hiring for this role for the first time tend to grapple with the same questions …

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Content Marketing

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By: Pete Matthew
Founder
Meaningful Money

Despite having found his way to success largely by accident, Pete Matthew describes himself as “living proof” that creating content online can lead to great things. Increased turnover, enhanced professional standing and, he believes, it will make you a better adviser.

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Speak in Your Ideal Client’s Language

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By: Nicola Ellis
Director
Wellington Wealth

Once you have established your niche and your ideal client, then you need to speak their language, and capture their attention.

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10 Things Every Website needs

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By: Faith Liversedge
Storyteller
Faith Liversedge

In a remote-first world, your website is your real estate, it’s your shopfront, your receptionist, your billboard. The only visible presence you have.

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Using real life client scenarios is a powerful training strategy

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By: Pippa Oldfield
Senior Paraplanner & Assistant Manager
Mazars

When I was asked to mentor three future financial planners, I initially found the prospect quite daunting. How would I inspire them?

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Verbal PR – how to win clients through storytelling

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By: Andrew Thorp
Speaker, Consultant, Trainer

This article is a follow up to the webinar – How To Win Clients Through Verbal Storytelling.

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How Do You Build a Niche?

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By: Tamsin Caine
Director of Financial Planning
Smart Financial, Smart Divorce

About five years ago, David Scarlett asked me who I liked working with best and who I felt I did the best job for. I had absolutely no answer for him.

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Why is Marketing a Dirty Word in Financial Advice?

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By: Charlotte Wood
Director
Rosewood Financial Planning

A successful financial adviser shouldn’t need to market themselves. They should be busy enough with Client Referrals. Or so I had been told.

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How to write your story and attract the right audience

Image of Faith Liversedge
By: Faith Liversedge
Storyteller
Faith Liversedge

Communicating the value of financial advice Communicating the value of financial advice isn’t always easy but it is necessary if you want to retain the right clients and attract the right prospects. Faith Liversedge will show you how to: Write the perfect story Decide what you should include on your website Produce email content and

Discover the Power of Independent Thinking

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By: Rebecca Timmins
Operations Director
Emery Little

Eight years ago, I was frazzled. I was the person with the answers. I had little time or space to breathe, let alone think!

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Learnings from juggling busy roles

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By: Sarah Elson
Director
Berry & Oak

The Power of Financial Planning is something I feel really passionate about: seeing clients journey from that initial meeting to designing the life that they’ve always wanted.

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Three Ways to Market and Promote Cashflow

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By: Martin Bamford
CEO
Bamford Media Ltd

When you’ve seen the benefits of a lifetime cashflow model first hand, it’s a lightbulb moment that immediately convinces you of its power.

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Rethink Your Leadership to Thrive in The ‘New Normal’

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By: David Scarlett
The Soul Millionaire

It’s time to rethink your leadership style; not just yours but the leadership you need to develop and nurture in your team.

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Launch Your Own Podcast and Reap the Rewards

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By: Martin Bamford
CEO
Bamford Media Ltd

Lockdown life appears to have spawned a plethora of podcasts. As a tactic for creating a pillar piece of content, raising your profile in the local community, and expanding your network of professional connections, podcasting has relatively few equals.

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The Power of Niche

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By: Adam Carolan
Managing Director
Xentum

Around five years ago, Adam Carolan noticed a trend in his business: an ageing client base dying or losing capacity and a struggle to engage with the Next Generation.

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Marketing

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By: Emily Macpherson
Founder
Find Peace of Mind

We now have so many marketing tools, techniques and channels at our disposal, how do we know which to use?

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