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Knowing what you stand for.

Marketing advice for IFAs.

I have no professional involvement with any of the businesses or individuals above. Each is featured here because they share one common attribute: their customers — and would-be customers — they know what they stand for.

Thanks to skilful marketing and branding, these businesses are communicating to you and me exactly what their values are and what they are not. These entities are not only aware of the issues their clients and customers care about, they also spell out the problems they can solve and they know who needs those solutions.

Even though many of these companies are relatively large and have more resource than most IFAs could ever wish for, their ultimate marketing goal is no different to yours, which is to acquire and retain the clients you want to acquire and retain.

An effective marketing strategy enables financial advisers to:

1. Develop clear and relevant value propositions: the more specific your propositions to clients are, the more successful your marketing initiatives will be.

2. Recover the costs associated with initial meetings, fact finds and subsequent analyses.

3. Rekindle your enthusiasm and the belief in your business.

4. Distance your firm from the rest.

5. Formulate credible marketing initiatives which build trust and convey expertise.

6. Forge strong and profitable relationships with lawyers, accountants, HNWs, business owners and ‘personalities’.

7. Generate more pre-qualified referrals and introductions.

8. Establish a firm, long term direction for your practice.

9. Create lead generation strategies that provide an attractive return on investment.

10. Raise your profile in local media.
Link to Home Page

First steps

The marketing plan 1

The marketing plan 2

And what about your brand, while we're at it?

The (dreaded?) social media thing

Social media — why it's tricky for IFAs

Social media — are you up to it?

Social media and search engine rankings

The costs

About me


Terence Martin

01227 656027

07740 422755

E-mail