The first online forum for financial advisers was started in 2004, and it quickly grew to become a valuable resource of business best practice for the profession, covering everything from how to start an IFA business right through to how to prepare one for sale.
But the single most common questions asked by financial advisers were (and still are) always about marketing and lead generation.
Who here uses Unbiased?
Who attends networking events?
How can I get more referrals from accountants?
Has anyone tried using seminars to attract clients?
Do Google ads work?
Do I need a blog?
Why isn't my website working?
I'm a new adviser - how do I go about getting clients?
And many more...
The fact is that whilst most adviser firms are not looking for hundreds of new clients each month, they are looking for a sensible and controllable number of quality enquiries - ideally where they can pick and choose the ones they want to work with.
But many many financial advisers have never really truly discovered what marketing actually works for them, and have often been distracted by the latest 'shiny new thing' or what other advisers might be doing. And that makes marketing and lead generation confusing at best and stressful, time consuming and overwhelming at worst.
Whilst there is no one size fits all approach to financial adviser marketing and lead generation, there is a mountain of best practice - strategies that consistently deliver the goods, so that you can switch your marketing on and off when you need it. That means no more confusion and no more stress.
So your Marketing and Lead Generation Masterclass on 20th January will distil what really works, what doesn't and where you can choose to put your focus.