Business Development

By: Rachael Smith

Senior Manager, EMEA Marketing

Dimensional Fund Advisors

Social media presents exciting opportunities for financial advisers to take inspiration from influencers’ playbooks.

By: Rachael Smith

Senior Manager, EMEA Marketing

Dimensional Fund Advisors

Your financial planning business is going well, and the time has come to take your marketing activity to the next level.

By: David Jones

Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.

Dimensional

So, as you enjoy some well-earned time off, close your eyes and imagine… if you were walking into your business in five years, what are you experiencing?  What clients are you serving?

By: John Dashfield

Financial Business Coach & Author

Client Centred Advisers

Most advice on how to find financial planning clients is prescriptive. It tells you what to do or where to look. Yet how helpful is this?

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.

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?

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.

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.

By: Dominika Sieradzka-MacCuirc

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 …

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.

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.

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.

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?

By: Andrew Thorp

Speaker, Consultant, Trainer

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

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.

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.

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

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!

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.

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.

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.

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.

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.

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?