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email marketing

Five reasons why more financial advisers should use email marketing

Posted on 02 Dec, 2016

By Samantha Atherton

Many advisers would say that managing their most active clients, re-engaging with those who haven’t taken advice in a while and networking with potential new clients can make for a fairly hectic schedule. So for this reason, you’d be forgiven for wondering if there are more efficient ways to keep in contact with your current and potential clients. One of the most versatile and accessible ways of engaging with current and potential clients is email marketing. This communication tool allows you to keep your contact lists updated with the latest news from the industry, whilst promoting your services.


For financial advisers, social media provides a whole range of opportunities. Connecting with and researching competitors, and getting across your message can all be done instantly online via social media. However, with these opportunities come risks, and what may have seemed like a harmless thing to post could be interpreted differently and in affect, end up damaging a reputation that you have worked hard to create.

There are countless examples of when people have posted inappropriate updates to their social media profiles that have ended up costing them their job. For example, a PR executive posted a inappropriate comment while on an aeroplane , only to find she had lost her job when the plane landed. In addition to showing the power of social media, this example also proves the instantaneous nature of the platforms, in that in such a relatively short space of time, this post had spread sufficiently far to make her lose her job.

How do I increase my websites Domain Authority?

Posted on 06 Oct, 2016 By Samantha Atherton

How do I increase my websites domain authority?

You may be aware of the benefits a high Domain Authority (DA) can have for your business. They include better search engine visibility for your website, which can lead to higher traffic, brand awareness and exposure. A high Domain Authority can also lead to natural back links and more social shares. But how do you go about increasing your Domain Authority?

To refresh your memory, Domain Authority is a score developed by Moz (a digital software and content agency) – based on a 100-point scale – which predicts how well a website will rank in search engines. It is very difficult to get a DA of 100 – sites like Facebook and Google have it! Yet, you should still always aim for a DA higher than you currently have.

Women in Finance: Fiona Price and not a pink logo in sight

Posted on 02 Sep, 2016 By Wendy Baker-Rees

women in finance girl on laptop

The recently released charter from HM Treasury set out to seek to equal the gender gap in finance and especially at Board level. From a financial advice point of view, I have always failed to understand why there are not more females in this industry; but then sometimes you just have to have a bit of a thick skin!My own first role as an adviser was with a direct sales company and when I gave in my notice I overheard my boss say to one of his male colleagues that I was nothing but “a housewife in a suit”. However that was not what my clients felt and 90% of them came with me as I ventured forth into the world of Independent Financial Advice (IFA).

Tour of Britain Stage 3: Bollington gone biking bonkers

Posted on 30 Aug, 2016 By Wendy Baker-Rees


Tour de France, Olympics and now the Tour of Britain, it’s no wonder our village has gone orange bike bonkers after the great successes recently of our Great British cyclists. We thought they were brilliant at the London Olympics, and unbelievably they were better in Rio.

Living on the Wirral in the 90’s we celebrated the 1992 Olympic win for local cyclist Chris Boardman, and for a long while after our roads were full of cyclists at the weekends. In particular down the Wirral Way; this ran from West Kirby in the North to Hooton, and follows part of an old railway track down the west coast

SEO jargon buster – helping you get to grips with the lingo

Posted on 25 Aug, 2016 By Samantha Atherton

seo jargon buster

SEO stands for search engine optimisation, and is basically marketing jargon for a way to improve your website so that it will appear close to the top positions on the search engine results pages for your targeted keywords in Google, Yahoo, Bing and other search engines. In today’s competitive market SEO is a vital marketing tool. It can help your business to grow and meet certain business objectives.

Are you worth your weight in gold?

Posted on 18 Jul, 2016 By Wendy Baker-Rees

worthy man in smart suit

The short answer is “Yes”. For those of you who read my blogs you will know that it’s not going to stop there! Of course you are worth it – from the humble lollipop lady to the Prime Minister everyone is valued for what they do. Now let’s take a look at our industry.

Whose wealth are you creating?

Posted on 04 Jul, 2016 By Wendy Baker-Rees


Ever heard of anyone who got rich working for someone else? When we set out on our career, our main objectives are to pass all our exams with flying colours and start work with a company that helps and supports us as we learn the ropes.

How well do you really know your clients?

Posted on 22 Jun, 2016 By Wendy Baker-Rees

lady researching clients on laptop

When you are running a business you should be able to identify income efficiencies and opportunities. We all know there are some advisers who will tell you they have thousands of clients; but what good is that if only 10% of them will be doing significant business with you this year?

Factors to consider when managing risk

Posted on 01 Jun, 2016 By Wendy Baker-Rees

lady managing risk

What has Fukushima got to do with you? There’s a title that makes you stop in your tracks! Perhaps a little sensational – but you’ll soon see the relevance as it’s all about managing risk and expecting the unexpected. You’ll no doubt recall the disaster that struck the Fukushima Nuclear Power Plant in March 2011. […]

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