2021, The Year of the Right Advice, Delivered the Right Way

2021, The Year of the Right Advice, Delivered the Right Way

What have we learned from this unprecedented year in the wealth management industry, to carry into 2021? The focus has been on two fundamental issues. First, clients’ need for information, guidance and reassurance from their professional advisers. Second, quality and...
Bringing it all together, to achieve digitisation driven growth

Bringing it all together, to achieve digitisation driven growth

In my blog series I identified five key stages on a journey to digitally enabled growth, through coherent sales and content driven marketing strategies. In this final blog, I summarise them. Stage One – Knowledge is power, to succeed The more you know about your...
Hitting your target means really knowing your target

Hitting your target means really knowing your target

When building effective content strategies, insight beats intuition Many institutions still put faith in a scattergun approach to sharing content with clients. Volume is a proxy for value. Material is sent out based on a ‘feel’ for real client preferences or as part...