Bob Bevan's blog

Who Should IFAs Target Post RDR?

Submitted by Bob Bevan on Tue, 05/10/2010 - 17:40

If IFAs are to survive post RDR they must adapt to the changes that are going on, work out where the new target clients are and reshape what they offer accordingly.

IFAs, Dodos Or Growgrows?

Submitted by Bob Bevan on Tue, 28/09/2010 - 12:17

A LibDem MP recently described IFAs as a “doomed species”. Is he right or can a new style IFA evolve?

How Many IFA Resolutions Have You Kept?

Submitted by Bob Bevan on Tue, 21/09/2010 - 09:50

Last new year Unbiased.co.uk proposed 11 New Year resolutions that planners and advisers should take to improve their online marketing. As the year is nearly 75% over, now would be a good time to check how many of their resolutions you have put into practice!

Carpe Diem Is Nothing To Do With Fish!

Submitted by Bob Bevan on Mon, 20/09/2010 - 10:28

Ask most IFAs about social media and the response is "It's not important for my business". Well now the time has come for that view to change and for them to 'seize the day'?

Time For The Investment Industry To Wake Up!

Submitted by Bob Bevan on Tue, 07/09/2010 - 12:08

At a recent workshop I ran for asset managers, one of the delegates, in a rather superior tone, stated “We don’t have client’s, we have investor’s”. His contention was that people with money to invest behave differently to everyone else.

Surely the time has now come to put this myth to rest?

IFAs Need A Kick Up The RSS!

Submitted by Bob Bevan on Sat, 28/08/2010 - 15:54

There is a load of great content available online that your clients would find interesting, the problem is how do you get it to them in a way that helps you to build your client relationships? RSS might just be the answer!

Put Your Website To Work!

Submitted by Bob Bevan on Sat, 21/08/2010 - 12:15

The good news is that the majority of IFAs now have a website, the bad news is that very few of those sites will ever produce a real business benefit. So how can financial advisers and planners put their websites to work!

LinkedIn, Social Networking For IFAs!

Submitted by Bob Bevan on Mon, 09/08/2010 - 19:42

LinkedIn is a free social network for business professionals that in just 7 years has grown to over 75 million members in over 200 countries. It is an excellent tool to help you expand your business network, stay abreast of industry issues, and exchange mutually beneficial ideas with your peers.

So given the importance of networking for financial advisers, here’s all you need to know about LinkedIn to get started.

Why Don't More IFA’s Use Email Marketing?

Submitted by Bob Bevan on Mon, 02/08/2010 - 15:21

Last Friday a Tokyo based graphic designer posted on Twitter. Nothing odd about that, except that in so doing he brought the total number of Tweets posted in the 4 years since Twitter launched to 20 billion. Now that’s pretty impressive growth, and no wonder the web is awash with articles about how businesses can use Twitter.

However, what is less well known is that the total number of tweets ever sent is less than the 24 billion emails that are sent worldwide EVERY DAY!!! So why do IFAs & Financial Planners continue to overlook email, the ideal tool for keeping in touch with their clients?

5 Reasons IFAs Should Blog, 5 Excuses Why They Don’t!

Submitted by Bob Bevan on Tue, 27/07/2010 - 16:13

Blogs are a great way to regularly communicate with existing and potential customers, demonstrate your knowledge and the value you provide, build client relationships and generate new business. Despite these benefits, financial intermediaries will use every excuse under the sun not to get involved. So why is this?

Syndicate content