Growth through smart marketing
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 …
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 …
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 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 …
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 …
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 …
Whether you’re taking up a new interest, studying or thinking about losing weight there is one ingredient that you will need throughout. Consistency. If you look at any of the major financial firms that are operating within the mortgage & protection space right now you …
The long and overdue Autumn budget was finally announced today by the Chancellor of the Exchequer, Rachel Reeves. However, within the budget there were some key areas, that could impact a number of your own clients or advisers within a firm. I’ve put together 3 …
Earlier, I explained a little bit about why I’m studying for my CeMAP certification and where I intend to use it once acquired. One of the modules within the wider CeMAP course, Financial Services Regulations & Ethics, I was warned, is probably one of the …
When I first joined the financial services sector there were hundreds of different acronyms that I really had no idea what they meant. In this blog post I am going to go through some of the key terms that make up the financial services sector …