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Zmags
Marketing Focus:
The value of marketing
for advisory businesses
Whether advisory businesses
need to have a marketing
strategy is an interesting
question to ask around the
market. For some advisers it is seen as a waste of
time as the majority of their business comes from
referrals, either from existing clients or professional
connections. For others, by building a defined
brand for the firm and keeping a presence in
the market, marketing helps to bring in a steady
stream of new prospects.
Invariably, having a defined marketing strategy
goes hand-in-hand with a desire to grow and
scale a business, or where a firm wants to target
a niche section of the market.
There is also a train of thought that sees marketing
as becoming more of a necessity in response to
the encroaching online or robo advice services,
thereby helping to c
Marketing Focus: The value of marketing for advis
Whether advisory businesses need to have a ma
The value of marketing While some adviser firms
“The main objective for us as a business is to ge
Advisers’ three top tips when marketing 1. Spread
“[It’s] about ensuring that prospective clients k
While advisers may still be able to rely heavil
8 SRC Wealth Management holds regular retire
Simon Torry says: “In the past a lot of our busin
The practicalities Deciding to market your busine
our message is, how we want to convey that and ei
12 process for monitoring results, is recommende
defined strategy from the very outset, taking the
people the various different events or places we
For more information on David J Scarlett click he