You're already a step ahead

 

As a fee-for-advice financial planner, you're already ahead of the curve.

You understand the link between where value lies and fees are drawn.

And how important it is for those two elements to align.

Because if you say, "I'm not about products", but then charge fees via commissions and percentages, you create a mismatch in your clients' eyes. 

And that disconnect is a killer for your marketing.

 
 

But the fee-for-advice sector is growing.

The independent sector is growing.

And soon that "fee only" or "independent" differentiator, won't be.

That's a big win for consumers. 

But it also means you might need to think differently about how you can continue to stand out from the crowd.

 
 
 

You know what I think?

Fred winking
 

I believe the best marketing is helpful.
It combines your head with your heart.
It's smart and empathetic.

It educates, entertains and influences.
It inspires and encourages action.
It gets you noticed and remembered.

And is driven by a deeply held belief that your clients are at the centre of everything you do.

 
 
 

Oh hey there

 

Hello. I'm Susie Munro.

I help financial planners create ripping content and simple marketing plans, to help them attract and connect with their dream clients.

I believe financial planning is in desperate need of more helpful, human communication and marketing, and that it is one of the ways that will ultimately help more people seek advice.

I'm on an almighty mission to rid financial planners’ marketing and websites of cheesy stock photos and fluffy, snooze-worthy, corporate speak, and replace it with personality, helpfulness and messages that resonate.

P.S. I secretly wish someone would nail the female, Gen X, cat and ice-cream loving, round peg in a square 'life stages' hole, minimal meetings, mostly online financial planning niche. I might be your first customer.

 
 
 

Who I work with

Fred happy high five
 

I work with fee-for-advice and independent financial planning practices, or those who are on the path to being one.

I work with smart, fun, improvement focused teams ... the kind of people you could high-five, without it seeming all weird (okay, maybe a bit weird).

 
 
 

Who I don't work with

Sad face
 

I don't work with financial planning practices that think improving their marketing, communication and client engagement is a "have to do", rather than a "want to do". If I have to convince you of the value, we aren't a good fit.

I don't work with risk specialists, unless you're fee-based and future-proofed.