by Richard Mawer | Jun 19, 2024 | Estate Planning, Marketing
As with any business, your ability to generate a predictable stream of leads and enquiries is critical to your continued growth and increasing revenue streams. I am going to share 10 lead generation ideas for estate planners that will help you build out some reliable...
by Richard Mawer | Apr 2, 2023 | Marketing
Email marketing is still a vital part of your customer communications. A lot of focus is given to channels such as social media – which is great for attracting customers. But to hook them in further you need regular communication, and emails are a great way to do...
by Richard Mawer | Dec 14, 2022 | Business Growth
Although as a business it is important to look ahead, it can be very beneficial to look back at how your business has performed over the past year. Thinking about the goals your business set for 2022, be honest with yourself and ask if you have achieved them. ...
by Richard Mawer | Sep 6, 2022 | Marketing
This is a great time of year to step back and assess where you're at with your business prior to the final quarter of the year. One way of doing this is assessing your marketing. Is it performing as it should? Is your marketing material up to date? Are your promoting...
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...
