Too many financial advisers are still relying on spreadsheets and guesswork for compliance.
After 16 years in digital marketing, I've launched Marketing in Finance to provide the strategy you need.
You can find out more by visiting https://t.co/VJMQ5w4MZ1
#FinancialMarketing
I've given the X profile a bit of a spruce up, it falls more in line with my normal branding colours of purple.
New colours, same great content and coverage of my journey into financial services.
#FinancialServices#CeMAP
Still using spreadsheets to track client renewals, fact-finds and compliance data?
You are just one step away from a major headache.
5 Signs its time to move to a proper CRM system for your financial firm:
https://t.co/0iDn5NsTba
#CRM#MortgageAdviser#FinancialMarketing
5 of the smartest marketing moves:
📌 Be specific on who your marketing is for
🗺️ Own local search with a Google MyBusiness Page
🧲 Create a lead magnet sent via email
🔗 Use LinkedIn to build trust, not sales
📧 Segment your email lists
Bonus: Be consistent and show up daily.
Bank of England base rate was held last Thursday. Not a major surprise given a stubborn inflation rate and a pending budget.
Onto December! #InterestRates
The Monetary Policy Committee voted by a majority of 5-4 to keep interest rates at 4%.
Find out more: https://t.co/GHHt7QdrbF
#InterestRates#BankOfEngland#BoE