One financial marketing guru struck a chord with advisers at PIMS 2013 by providing tips for advisers looking to grow their client bank with limited time and budget.
Here are ten tips from Abby Tanner, managing director of A Business Innovation and speaker at the conference. 1) Set up a quarterly marketing plan and allocate some resources. Tanner said this work should take about three hours initially, but once the schedule is in the diary marketing initiatives are more likely to be sustained. The plan might include blogs, social media, client communication or engagement events. 2) Set up events for customers or potential customers on free website, Eventbrite. This site sends out reminder messages to those invited and an adviser can use an iPad...
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