Academy Insights
What’s the point of social media?
Many people within financial services are still trying to get to grips with social media and don’t yet see its point. Unfortunately, not engaging with clients on social media is no longer an option. So, the sooner you get to grips with it, the better…
How to market your services without spending lots of money
Marketing must be used strategically and over the long term to realise the benefits and yield results. And this need not cost a fortune.
How to get the most out of email marketing
Ten practical tips on keeping in contact with existing and lost clients, and working towards generating increased referrals.
It’s time to rethink your marketing
Don’t take yourself for granted when creating your proposition
Four marketing tips for the new year
In 2012, be brave and make a difference with your marketing
Don't ignore the ghosts of clients past, present and future!
Dickens’ Ghosts of Business Generation
Awaiting your CII AF exam result?
The Financial Adviser Academy’s Steve Davis explains the options when you get your results on 2nd December, and your next steps.
How to create a website that delivers business growth
Ten tips to increase referrals
Driving force
Poor service and lack of client contact are often the reasons why businesses lose clients but creating a consistent review service will build value and ensure your clients’ financial engine is running smoothly
Sense of community
With BA Fleming & Partners’ transition to fees complete, managing director Lisa Chantrey explains how it is giving its advisers a sense of ownership
Did I mention the “C-Word”?
The current market conditions are going to prevail for a long time so a new way of thinking should be on your business agenda.
If you want to be the best, motivation's what you need
How to generate a more engaged workforce and increase profits
Sell something today
When you are running a business and spending time giving advice, it is not always easy to find time to go out there and look for new business. This is unlike big companies that operate on the high street, who have rather large sales and marketing teams, and budgets, at their disposal.
Breaking the marketing myth
Every profession has its stereotypes. People think accountants just add up all day and IT guys are there to “turn it off and on again”. The same applies to marketing.
Professional process
Continuing our focus on the RDR transition, Kevin Cannon of MGP Chartered Financial Planners discusses the changes that need to be made
