Marketing concepts for financial planners

Please stop marketing

In the coming weeks, you're probably going to hear a whole lot of, "How financial planners can rebuild trust and reputations in a post Royal Commission world", type opinion pieces. Spoiler alert. This is one of them. But this isn't about writing to your clients and reinforcing the good work you do.

Sometimes the best marketing doesn't feel like marketing

If you're a financial planner, the instant you mention money in your marketing, a little switch is unconsciously flicked in the minds’ of your audience. And an unwanted wall – sometimes thick, sometimes thin – magically appears between you and your potential ideal clients.

8 examples of using personality in financial services communication

How often have you looked at a fellow financial planner’s website, blog or other client communication, and responded with a silent “meh”, because it reads the same as everyone else’s? It’s dry. It’s corporate. And it’s a vacuum of personality.