Obsessed
Tuesday morning, I headed out the door at 7am, as I always do on my way to the office for another day in the life as a Digital Marketing Executive for a financial services network. On the journey, I turned the radio off and tuned …
Latest Marketing in Finance Blog Posts
LISA and a Roadmap to Home Ownership
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 …
Mock Exams, Confidence & Exam Preparation
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 …
Organisations & Regulations
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 …
Free Marketing Tools for Financial Advisers – Updated List
Marketing is an expensive activity for any business. However ignorance is even more costly. Over the years, I’ve heard financial advisers say they need a marketing agency, huge sums of cash to invest in marketing or another 24 hours in a day. The truth is …
Flash Cards & FSRE1 Exam Prep
Each of us has our own unique way of preparing for exams. When I was at University I spent hours reading my notes, books, taking mock papers and reading as much as I could remember from the textbooks I had purchased. I immersed myself in …
Transactional Relationships
I recently wrote a post on my LinkedIn, calling out mortgage and protection advisers who simply do the business for the client and then never speak to their client again until renewal time. I referred to this as simply treating the customer as a walking …
Mental Fortitude
Mental Health conditions are reported to worsen during the festive period than at any other time. In a recent poll commissioned by Mental Health UK and carried out by Censuswide, it was reported that more than 1 in 3 adults (37%) are now turning to …
Why Compliance doesn’t have to spell doom for your marketing!
When I first joined the Financial Services industry I found myself wondering why people aren’t just promoting their mortgage and protection services like they would if they were selling a car or a design service. All business owners know that in order for their business …
Why I fired my Buy Now Pay Later Account
It’s an easy trap to fall into, you see something you want, or you’re looking for that expensive gift for your loved one and deep down you know you just don’t have the funds. To avoid the pain you consider a Buy Now Pay Later …