"Phil, I hope you never lose sight of the fact of just how valuable you are to IFAs. Your knowledge, experience and delivery are first class. You are one of the most highly respected influencers in our profession - please keep on keeping on."
Mike LeGassick, Lifestyle Financial Planner
I've been working with financial advisers since September 1978 and have always been fascinated with how they promote their services and attract new clients. I've personally met tens of thousands of IFAs, financial planners and advisers, and it's fair to say that I've seen the good, the bad and the ugly of adviser marketing. Over that time I've built a crystal clear picture of what actually works (and what doesn't) when it comes to lead generation.
I've shared that picture with over a million financial advice professionals at conferences and training events around the world, and whilst new marketing fads and ideas come and go, lead generation that actually works comes down to just five things which any adviser can use to attract more of the clients they really want.
- Define your ideal target client
- Be crystal clear about your value proposition and support it with quality branding
- Use marketing channels that are appropriate for your target client
- Incorporate strong educational elements in your marketing communications
- Nurture all leads with personalised content based on real data
Ask about marketing and lead generation workshops for financial advisers
covering each of the above, plus:
Mastering LinkedIn to attract ideal clients
How to plan and host successful seminars, workshops and client events
How to attract clients with online scorecards and quizzes
How to use AI (artificial intelligence) to support your client communications
Presenting yourself and your message with Advanced Presentation Skills
Click below for Marketing, Lead Generation and Business Development Resources for IFAs, Advisers and Financial Planners
David Forsdyke DipMAP - Knight Frank Finance
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