A recent article from Professional Adviser has highlighted why marketing is no longer just a ‘nice to have’ for financial advice firms.
Marketing no longer a ‘nice to have’ for advice firms
Clear and Relevant Communications
Effective marketing is an integral part of helping advisers to achieve business growth. But it’s also crucial to deliver clear and relevant client communications as part of Consumer Duty.
As a financial adviser, your marketing communications need to be engaging and keep clients informed. With regular touchpoints to ensure they feel fully supported. But the challenge is to find the time and resource to do this, alongside everything else in your busy day to day.
Finding the Time
Marketing can often drop to the bottom of your to-do list, and it can become a real pain point to create and share regular content that supports your client base.
It’s something you know you should be doing, but it’s hard to know what to do to actually make it happen. And if you don’t have the time and resource within your business, the good news is there’s support on hand to help.
Experienced Support
Experienced marketers you can work with who are experts in marketing for financial advisers, with the skillset and understanding to deliver exactly what you need.
A marketing partner to create you a plan and high-quality professional content. Targeted messaging for your clients that’s tailored to your brand.
Not cookie-cutter AI language that feels fake and fails to engage your clients. But genuine language from human to human that really resonates.
An outsourced marketing partner can work with you, and at a very reasonable price. Not a full-time in-house marketing manager, but someone who’s there to support you for a few days a month. And always at a pace and a budget that works for you.
Helping you meet Consumer Duty requirements by sharing content that’s relevant. Creating quality communications that can impact long term outcomes. And empowering your clients with deeper understanding, making more informed decisions about their future finances.
Marketing is crucial for financial advice firms and clear communication is key. And I’m here to support at Mash Marketing, with over ten years of experience working with financial advisers. Improving your client engagement and business growth whilst keeping the regulator happy.
You can find out more here about how I can help with affordable marketing that really works: