Saying the right thing, in the right way, in the right place, to the right client, at the right time.

In an ideal world, every IFA should have a marketing plan: an all-encompassing, carefully considered and bomb-proof strategy to help the firm achieve its business objectives. In an ideal world. For reasons of time, money and expertise it can be difficult, if not impossible, for a one-man, three-man or even six-man practice, to develop a workable and effective long term marketing plan.

When I say marketing plan, I’m not talking about Social Media, e-mail campaigns, newsletters or seminars.

I’m referring to a practical, imaginative, affordable and all-encompassing client acquisition and retention program that accommodates day-to-day realities and circumstances.

What a marketing plan can do for you
Contact: Terence Martin +44 (0)1227 656027 +44 (0)7740 422755