3 recent Google changes advisers need to be aware of (and what to do about them)

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Even if Search Engine Optimisation (SEO) is not one of your primary routes to market, it is always worthwhile keeping one eye on what Google are doing. If you’re not found by new clients on a daily basis, you might be surprised how many current clients type your firm’s name into Google every time they...

Learn from our mistakes: The biggest lesson we’ve learnt this year

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Sat watching the final of The Apprentice a few days ago, my attention was caught by someone (I forget who) saying that 90% of all new businesses fail in their first year.  I don’t know whether that statistic is true or not. I suspect the failure rate is remarkably high though.   Well, as we approach our...

A third of adviser’s online efforts are being wasted; are you one of them?

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How many visitors did your website get last month? Those that know the answer to this question will likely be using Google Analytics to track the number of visitors flocking through the metaphorical gates of their website. It’s an invaluable tool for measuring the performance of your website. Although it can get a tad addictive...

We analysed 4,900 pieces of marketing data from 100 advisory firms. Here’s what we found…

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In collaboration with our sister company, Adviser-Store, ClientsFirst set about a daunting task during the Autumn. We took New Model Adviser’s Top 100 advisory firms and analysed their marketing. Yes, all 100 of them. Much tea was drunk. The analysis involves a 49-point assessment matrix, which allows us to qualitatively assess adviser marketing. Questions range...

MiFID II: A hidden opportunity for advisers and planners

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The advisers and planners we work with are generally a happy bunch. Over the past few weeks though, the morale of some has dropped appreciably as the full extent of MiFID II dawns on them. My attempts at some gallows humour, mentioning the GDPR which follows a few short months later, haven’t been universally well...

The biggest new source of clients for a decade?

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I’ve recently encountered possibly the greatest new source of demand for financial advice, since starting VouchedFor in 2011 – workplace financial well-being. From seemingly nowhere, “financial well-being” has become a major agenda item for HR leaders. According to a new report from Close Brothers, 48% of employers have already implemented some form of financial education, and...

GDPR – the countdown

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Are you ready? The marketing world loves acronyms: AIDA, SWOT, CPC, CTA, CRM, COS, PPC, etc. You can’t escape them! Well, here’s another: GDPR. This one is going to be massively important for businesses everywhere, so we thought we’d explore the implications. What does it stand for? GDPR isn’t some form of elaborate extension of...

The secret to getting people to spend more time on your website

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The secret to getting people to spend more time on your website Video may not have done much for the radio star, but if done right, it can do wonders for your website. In fact, a relevant, well produced video can encourage your audience to stay on a page an average of 2.6 times longer....

Awards: Worth entering or a costly waste of time?

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With awards season firmly upon us, there seems to be a black-tie event at every turn and emails aplenty inviting entries to the latest ‘must win’ award. All this begs the question… Are awards worth entering? There seem to be two schools of thought: That entering awards should be an important part of your marketing...

Three things which make a great website

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I firmly believe that every adviser looking for new clients need a website. I know some people will disagree with me, but it’s just common sense that a website improves the effectiveness of all other tactics. Take referrals and recommendations (without doubt the best way to attract new clients) for example. A proportion of prospects...