by Richard Mawer | May 25, 2022 | Marketing
A key challenge within the financial services, will writing or Estate planning world is to generate a steady stream of clients and referrals. Many underestimate the power of a referral and what it can do for a business. Referrals are largely made by a client if they...
by Richard Mawer | Sep 12, 2021 | Marketing
Social media is viewed as a key tool to use for communication with existing and potential clients, and is an excellent medium for brand awareness. However, as beneficial as it can be, social media marketing can be very challenging, especially for small and mid-sized...
by Richard Mawer | Oct 27, 2020 | Marketing
After the many challenges of this year, give your business a bit of love and do a marketing MOT before you get ready to kick start 2021 with a vengeance.....do the following 8 steps before the end of the year, your business will love you for it! Check the...
by Richard Mawer | May 31, 2020 | Marketing
As an Estate Planner, Financial Adviser or Broker, your existing client base is vitally important at the moment. Your clients are more valuable to you than you may think…. Why are your current clients so valuable? Sometimes, it’s so easy to get caught up in the...
by Richard Mawer | Apr 30, 2020 | Marketing
As a financial adviser, will writer or estate planner, it can maybe seem a bit difficult at the moment to market your business without it seeming a little inappropriate or bad timing. Your client knowledge Sensitivity is required, but the most important thing...
by Richard Mawer | Jan 27, 2020 | Marketing
We all have aims and targets for our business, no matter how big or small. By creating a Marketing Plan you can turn your wishes into a goal(s), and create a road path to focus on that can grow your customer base, increase referrals and keep your clients close! What...
