Growth through smart marketing
This is Robert Haylor and this is another entry in my Marketing in Finance blog. I got home from work around 2 hours ago and have gobbled down a quick bite to eat before making my way up to my computer to write this weeks …
I’m super excited to be back blogging on MarketinginFinance.com. I missed you all last week, whilst I was away for Easter break with my son. Over the weekend, myself and my fiancée went to look at a few new housing developments in Warwickshire & Birmingham. …
Under the FCA’s Consumer Duty one of the major requirements is to support consumers with their understanding of the financial products that will help them achieve positive outcomes. Keeping in touch with your client, isn’t just a nice thing to do nor is it just …
Obscurity is your biggest problem when you’re first starting out. People want to and do business with people that they know, like and trust. As a mortgage and protection adviser, your first objective needs to be finding and landing that first client that you can …
If you’ve been following this blog for a while now you will have seen that I’ve been documenting my journey into financial services, in particular my experiences of studying CeMAP. At the end of February I wrote about how I was preparing for my first …
Some of you may have found this post and thought email marketing is long dead. In a world of AI (Artificial Intelligence), why on earth would anyone still be using this old, and potentially redundant method of marketing to their clients? Let’s keep it real …
In 2021 I opened my very own Lifetime ISA, abbreviated to LISA. Did I truly understand what I had opened at this point? Not as much as I do today. At the end of 2020 I made the decision that I wanted to get off …
So in a previous blog post I mentioned that I would sit and take my first exam as part of the CeMAP course. I’ve been studying Financial Services, Regulations & Ethics, or FSRE1 for short, since October last year. I’ve made notes, written up flashcards …
Before starting CeMAP, I was warned about ‘Module 1’. Everyone said it was dry, dense, and full of regulation. They were right. When I first joined the industry, the only time I had come across the word compliance and supervision was when I was working …
