Marketing for Independent Financial Advisers
I’ve spent more than nine years in financial services marketing, particularly life insurance and business lending.
I understand that people rarely think about insurance until something changes — buying a home, starting a family, taking on more responsibility or simply reaching a different stage of life. Those moments create a reason to think differently about what they have, what they need and what they want to protect.
And those changes don’t stop once someone becomes a customer. For financial advisers, the opportunity is to recognise those moments and stay relevant throughout the relationship — whether that means a timely review, a conversation before renewal or simply keeping in touch between the big moments. I can help you put the marketing around those opportunities.
Some practical ways I can help you.
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I can help build an acquisition campaign around a particular audience, product or life stage — from the offer and messaging through to the campaign journey, follow-up and measurement.
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There could be opportunities already sitting within your customer base. I can help segment your customers and build targeted cross-sell and upsell campaigns based on what they already have and what they might need next.
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A new home, marriage, children, a growing business or approaching retirement can all change what someone needs. I can help identify relevant life-stage triggers and build timely campaigns that give you a genuine reason to start the conversation.
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An annual insurance review is a natural reason to reconnect. I can help turn it into a structured communication programme that encourages customers to review their circumstances, update their cover and talk to their adviser.
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I can help put some structure around referrals, identifying the right moments to ask, building the communications around it and making it easy for customers to recommend you.