As a Financial Adviser your time is spent doing what you do best, helping your clients reach their financial and wellbeing goals. What this means however is that there is often not a lot of time left to plan how you are going to retain, attract and communicate with your new, existing and prospective clients. So as your business partner, we’ve created a suite of marketing communication tools designed to help you do just that.
Why do I need a marketing plan?
So you may be asking this very question, and the answer is simple – a good marketing plan will help you improve how you communicate with your clients, and increase your client acquisition and retention. It does this by enabling you to;
- better know your clients
- match products and develop services that meet their needs and;
- map out how you are going to communicate to them how your business is better than, or different from your competitors.