View more on these topics

Big step forward but some still lag

Technology and Technical founder and director Kim North has branded the number of IFAs without a website “disgraceful”.

At the Marketing round table, she said a website is an integral part of an IFA’s marketing collateral and added: “It is disgraceful that some IFAs do not have a website. Some IFAs have a very rigorous back office but have a shoddy front office. It is like the king with no clothes on.”

IFA Life founder and chief executive Phil Calvert said: “If you go to any other industry sector and say you do not need websites you will be laughed at.” But he added: “Over the last year, there has been a phenomenal step forward by the IFA sector.” chief executive Karen Barrett said IFAs who do not have a company website are “missing out on an oppor- tunity”. She said: “Web and email are the most cost-efficient way an adviser can integrate their business with their clients’ lives.

“The first step is get online, start sending emails, start sending newsletters and make use of the cost-effective tools that are available through the internet right now.”

JP Morgan Asset Management head of UK retail marketing Keith Evins said: “IFAs are technology-savvy but they sometimes struggle to understand why they need a website, what am I going to put on it and how am I going to get to grips with those issues.”


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm