Growth through smart marketing
Exploring the software, CRM’s and digital tools that support both marketing and advisers in financial services.
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 …
At some stage in your business journey you’re going to have to accept the inevitable, spreadsheets just aren’t cutting it as a method to store contact information. What a CRM system can do for you is fix those spreadsheet headaches by bringing together all of your …
Once you have launched your website you are roughly 50% of the way to having a successful digital presence. The real work begins after the launch. This is when you begin to focus on the most important part of the entire website process, generating a …