Posts Tagged ‘IFA Marketing’
Written by Richard Smith on 21 April 2010
Today we see some exciting news for some and probably bad news for others. But Tesco plans to extend its trial of an in-store branch network giving people access to financial advisers. Tesco Bank will also launch a range of mortgage products by the end of 2010/11 as part of its plans to become a full-service retail bank. This is all reported by Money Marketing today.
So should you be worried, well yes and no. There is some stuff you can do to improve your business model and of course you know full well this is not the kind of business that will fail, not with the mighty tesco’s behind it.
A brief video is below.
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Tags: Financial Adviser Marketing Expert, IFA Marketing, Independent Financial Adviser Marketing, Marketing, Search Engine Optimisation
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Written by Richard Smith on 01 April 2010
Its been an interesting week this week for Independent Financial Advisers, first Plimsoll seemed to think that they are a bit of basket case, and then of course the FSA giving further guidance on Retail Distribution Review.
Interesting times eh! Well there is a lot to be negative about, I don’t think.
We have been out and about this week with some interesting financial services firms that are making it pay, and handsomely. Key is, as a firm of financial advisers do you want to be walking into the RDR and 2013 with a half cocked plan or one that leaves you with money in the bank and processes that work.
I have a little more to say in this area, as you can imagine and therefore I will be updating you further.
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Richard Smith
theinternetconsultancy.com
Tags: Financial Adviser Marketing Expert, IFA Marketing, Independent Financial Adviser Marketing, Marketing, Search Engine Optimisation
Posted in Independent Financial Adviser Marketing, Marketing | No Comments »
Written by Richard Smith on 31 March 2010
A short update this morning. It seems that some IFA’s are having a torrid time of it.
It does not have to be like this though, with some simple planning and some alterations to
your processes…..
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You can contact me on 0845 226 9106 if you wish to discuss any aspect of this.
Richard
Tags: IFA Marketing
Posted in Marketing, Small Business Help | No Comments »
