A Beginner’s Guide to Building Relationships That Convert You’ve captured a lead — now what? Most businesses put a lot of effort into generating leads, but far too many drop the ball when it comes to nurturing them. That’s where nurture campaigns come in. Done right, they can turn cold leads into warm prospects, and…
Is perfectionism quietly holding your marketing back? As a marketing consultant, I see it all the time—business owners, content creators, and even experienced marketers stuck in a cycle of over-editing convinced that their blog post needs to be flawless before it goes live. But here’s the truth—you don’t need to write the perfect blog post….
Maximising Connection and Engagement Establishing meaningful connections with clients is paramount in the realm of financial advice. Beyond face-to-face interactions, your website serves as a pivotal platform for fostering engagement and building trust. It stands as the cornerstone of your marketing strategy, offering a myriad of benefits that can elevate your business to new heights….
In the fast-paced world of professional services, staying ahead of the curve is crucial. LinkedIn, which has evolved into a premium platform for small business owners and professional service providers, has introduced several game-changing features in the past year. More than ever, LinkedIn has solidified its position as a trusted ally for those who seek…
In marketing, everything is about connection. In financial advice, aside from your face-to-face relationship with your client, your website is the next optimal place for you to connect and engage. It’s where your future clients and existing clients learn more about who you are and what you do to build a connection with them. Your…
Are you in charge of the marketing strategy in your financial advice business? You’ll need a roadmap. But first, you need to pause, reflect and reset.
You’re a financial adviser, no-one told you that as part of your business and marketing plan you would need to be creating content that builds relationships and helps you to grow your community. Given the intensity of the industry right now, I’ve provided a process to help you. One of the most challenging components in…
Are you in survival mode or are you maintaining an infinite mindset! As a small business owner for many, many years and as a Business and Marketing Consultant, I’ve been a big fan of Simon Sinek for a long time. His ‘Start with Why’ book has been on my bookshelf for as long as I…
The media is in a frenzy at the moment. You and your client’s are feeling a range of emotions. We are witnessing great moments from selflessness and empowerment to the absolute ridiculous and shame on how humans can behave. The challenge in these moments is, do you turn away from the white noise and put…
5 Ways Financial Planning Clients Find You By Donna Klajman. It’s important to know how to make sure that clients who are looking for Financial Planning services that you offer know about you and can find you. You’re in business so it’s important to know how Financial Planning clients find you because that will influence…