Financial Adviser MarketingWe have a wealth of experience marketing Financial Advisory firms either on an ongoing or project basis to support the direction and business agenda.
Wealth Design Marketing understands the journey and marketing challenges along the way for the Financial Advisory community and we have created a roadmap to highlight the challenges along the journey. Work we have undertaken includes the design and analysis of client questionnaires which is an excellent starting point when it comes to assessing the client experience. For some firms we create and manage their ongoing client communications and run niche marketing campaigns on their behalf.
Client feedback includes the following:
“We have had a number of walk ins over the past few weeks and also today someone contacted us after finding us online. Difficult to say exactly why or how they found us but I think maybe a combination of signage, leaflets, online marketing is probably working! #thanks!“
“We were really impressed with you and your infectious enthusiasm!”
“I’m so pleased with how it’s all going. I’m just grateful that you’re working with us and appreciate your expertise.”
Increasing engagement with DFMsWe work with Discretionary Fund Managers creating and delivering sessions for their financial advisory client base and key professional connections. These sessions have resulted in excellent feedback and they are highly engaging, informative and fun. Examples of workshops we have delivered include a generational planning approach, attracting women with wealth, niche marketing and future proofing your business.
In addition, we have written and delivered an innovative presentation skills session called the anatomy of an effective presentation to Investment Managers. With a highly sceptical audience the session was very well received and described as thought provoking.
We have expertise and creating bespoke sessions to fit in with your agenda, so if you have a theme for a series of events coming up and are looking for an experienced deliverer please get in touch.
Feedback from one DFM was “Absolutely brilliant session, they all loved it and really thought provoking.”
One participant commented: “I really enjoyed your workshop. It was fun and absolutely packed with information. I took away with me many new ideas for the future that I certainly intend using.”
Growing Accountancy PracticesWe also work with growing accountants, who have typically grown through reputation and now want a formal marketing effort to expedite their growth. We started with a marketing plan which takes into account the key opportunities and also deadlines throughout the year, so we can get marketing approval in advance to sustain a momentum.
Following on from the plan we have created a suite of marketing materials, from a client brochure through to cross selling documents and advertorial and even creating their LinkedIn profiles and their first client newsletter. The result was a highly proactive local presence which has resulted in growth in their team to accommodate new clients.
Client feedback: “I’m loving this, and the appearance is in line with our thoughts!”