first direct. Hiscox. Fiscal Engineers. Bank on Dave. I have no professional involvement with any of those businesses. I've singled them out because they each share one attribute: their customers—and would-be customers—know exactly what they're about.

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

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

Key issues:
Contact: Terence Martin +44 (0)1227 656027 +44 (0)7740 422755