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Why an IFA needs a marketing plan.

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

Developing a marketing plan makes you identify what you want to achieve, the clients you wish to attract, the way you prefer to do business and how you intend moving your enterprise forward.

A ’real world’ and comprehensive plan will help you stick to your goals, stop you from wasting time or money on inappropriate business development ‘opportunities’ and may enable you to create additional and profitable services.

And last but not least, having an effective marketing strategy in place, will add value to your enterprise when you’re ready to sell.


More about the planning process...

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