Marketing your at retirement proposition

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Marketing your at retirement proposition"

Transcription

1 For financial intermediaries only. Not approved for use with customers. Marketing your at retirement proposition How to get great results In an increasingly competitive marketplace, it is vital to give your business the best possible chance of success by clearly differentiating yourself from your competitors, establishing the value of your service and advice and marketing yourself effectively to both existing and potential clients. Defining your company s proposition, as well as identifying and communicating with clients efficiently using appropriate segmentation models, will help you develop effective marketing that evolves and grows your business. In this guide, we take you through the different steps involved in marketing and growing your at retirement business. From deciding on the best contact strategy for your clients, to making the most of those contacts using cross-selling and referrals. We ll also show you how to evaluate the impact of your marketing strategy, so that you know what works for your business, and what to change for the next time. Develop your proposition Why should a client choose you over another intermediary? If you can answer this question in one short sentence, then you have a strong business proposition which differentiates your service from your competitors. You ll often see this referred to as a value proposition or an elevator pitch which is the short, high impact description of the value you can deliver to your clients. Once you can explain why they should consider taking your service over that of your competitors, you can demonstrate it in more detail by explaining the advice process that you would take a client through and how that process maximises the chances of them making better-informed decisions. It s also important to define and explain all the work that will be required to provide the advice. Focus on benefits, outcomes, and results. Your proposition should tap into a customer need and provide a solution. Financial advice can be highly complex but the outcome should be defined simply. For example, in the case of retirement business, the resulting benefit could be extra retirement income or greater financial security. Why is your elevator pitch important? Following the Retail Distribution Review (RDR), clients can now more easily compare the costs of advised and specialist services with non-advised services, where fees are not charged but commission is taken. That s why it s important to be able to succinctly define the value of your service to a client, over the alternatives they may be considering. The difference to the client of receiving advice that they pay a fee for and the cost of a non-advised product may not be that great. But as well as telling your target audience what you can do for them, it needs to include why they should be interested what s in it for them? It is vital that when you are planning and implementing your own marketing and promotional activity you follow the rules and guidance set by the regulator or other relevant authority.

2 Your value proposition in action: Things to check: Is it clear which market your value proposition is aimed at? Is it obvious which products or services you are offering to your target audience? Can you back up your claims with case studies, customer testimonials or feedback? Specifically, if you want to promote your retirement income planning expertise, your broad target audience is the over-50s. In terms of segmentation, you could be thinking about: People close to retirement: potential to generate leads for a Guaranteed Income for Life and drawdown. People who have already retired: potential to generate leads for equity release and clients who are in drawdown that may be looking for advice on an exit strategy. Be clear about your offer, and include the benefits of the product or service: For people close to retirement: a Guaranteed Income for Life solution (provided by an annuity) provides a regular income for the rest of your life. For people who have already retired: equity release could unlock the potential value in your home to boost your retirement income. Guaranteed income for life solution may also be suitable for people who are looking to exit or phase their exit from drawdown. Positive feedback and glowing testimonials are invaluable to a growing business. People like to hear what other customers have to say and this is especially true of an older audience. Use every opportunity to back up your statements with real life examples e.g. how you helped Mr. Smith increase his retirement income by x%. Customer quotes act as proof that what you say about yourself is true. Make sure you include these in the testimonials section of your website, and keep them up to date. Done Developing your vision or mission statement When you re thinking about your business, one of the most important things to consider is your mission statement. In many ways, it s what brings your proposition to life and sets you apart from your competitors. It should drive everything your business does, and again, you need to be able to sum it up in a clear and simple way. It s what you stand for so think of your mission statement as the rock that underpins all your business activity and explains to your clients why you are in business, offering the services you offer. The five key things to consider when you re writing your mission statement: Who you are the name of your business What you do the nature of your business Who you do it for the customers of your business How you do it the scope of your business activities Why you do it what makes your business special 2

3 Here s how some famous brands get their message across: Nike To bring inspiration and innovation to every athlete in the world. Starbucks To inspire and nurture the human spirit one person, one cup and one neighbourhood at a time. Amazon Our vision is to be earth s most customer centric company; to build a place where people can come to find and discover anything they might want to buy online. Google To organize the world s information and make it universally accessible and useful. Just Retirement Limited To be the leading retirement brand known and trusted for enriching our customers lives. Tesco To be the champion for customers, helping them enjoy a better quality of life and an easier way of living. As you can see, you get a good impression of the values and personality of each company from the way they express their mission statement. Not only that your statement can be concise and still get your message across successfully. On the flip side, some big brands have watered their mission statements down to the point where they are virtually meaningless. This is often a reflection of a loss of corporate identity, poor public image, a downturn in profits, or unrest within the company. Successful companies are customer-focused, confident, and recognise the importance of communicating their values to the outside world and that goes for small local firms as well as international organisations. Where you would use your mission statement It s not something you need to actively promote. One place to feature it would be your website for example, perhaps as the strapline on your home page, or you could use it effectively at the start of a presentation to give your audience an insight into your approach and what you stand for. Most importantly, it s something you should live and breathe and include invisibly in all your business activities as a springboard to help you grow your business. Be inspiring! Use words that inspire action, positivity, and confidence. Read your statement aloud, to make sure it sounds natural and something you can believe in. Keep it short! 3

4 Getting to know your clients better How to segment your clients Whether you have a small or large number of clients, segmentation allows you to tap into opportunities that may be hidden within your client base. The key is to understand and identify the features that group clients or potential clients together, so that clients fall into distinct groups, each significantly different from the others. Clients may move between segments depending on how their personal circumstances and/or requirements change over time. Segmenting your client database involves dividing a broad target audience into subsets of clients who have common needs and uses of your company s services. These subsets can then be divided further, using criteria such as age, life-stage or gender, or other distinctions including their needs, location, or income. Once you ve done this, you can select groups of clients and tailor your communications accordingly and avoid situations where you re marketing a retirement message to young people. Understanding who your clients are and what their requirements are will help you: Identify clients effectively, using segmentation to group them into meaningful segments that you can target with different messages/models. Decide which is the best contact strategy for each of your segments and make the most of those contacts, with targeted messages, cross-selling, and referrals. Evaluate your marketing strategy s effect and continue to grow your business. Getting started You can buy sophisticated software to help you track and sort your client data, but one quick and simple way to do this is with a spreadsheet. Keep the information up to date, and think about including the following, as well as any other criteria that would help you segment your client data in a meaningful way: Personal details name, age and address Family details married or single, age and number of children Life-stage young families, empty nesters and so on Employment and salary Products held savings and investments, pensionsand income solutions etc Value within each product overall totals, plus regular payments in/income payments out Start dates, plus renewal or maturing dates Date of retirement actual and planned Attitude to risk Chief concerns e.g. tax-efficient investments, inheritance tax etc For business clients type of business, size of company etc Marketing permissions are they happy for you to contact them in the future? Chief concerns e.g. tax-efficient investments, inheritance tax etc Channel preference would they prefer you contact them by phone, or post? 4

5 Using segmentation Once you have segmented your clients and identified the characteristics and requirements of each group, you can use this information to engage them with relevant products, services, or information. You can also use segments to spot particular client needs, which you can then act on with a phone call, , or letter. For example, if you have several clients expressing concerns about their retirement income or long-term financial security in retirement, this could prompt a discussion about equity release. Look for clues Think how the products you offer can relate to the client segments you ve identified: A wedding, a divorce, a new baby, a new job, a new home, retirement, new business start-ups clients undergoing change in their life often benefit from a full financial review (pension planning, tax-efficient saving, guaranteed income for life solution, drawdown, insurance, equity release). Look for common factors e.g. people who retired five or more years ago who may now require more income. Now make better contacts Once you ve decided who you want to talk to, you need to decide when to talk to them. Getting the timing right can have a huge impact on response rates perhaps even more than an offer or incentive. The reason is that it s always easier to sell to someone who has already started the purchase process than someone who isn t in the market. So think in terms of seasonality, event targeted communications, and event triggered communications. Event targeting This allows you to time your communication around something you know about your client. For example, it could be a year since the client purchased or enquired about a product or service. Perhaps it s a client s birthday, or they re about to retire, or they have an investment bond that s about to mature. As you ll know about these events in advance, you can plan and prepare around them, using them to make your client communications highly personal. That element of personalisation can help you achieve much better results. Even something as simple as acknowledging the length of time a client has held a product can have a positive impact on response. For example, you might want to arrange a review for a retired client where you can talk to them about equity release, or even invite them to a seminar you re holding on ways to boost retirement income. 5

6 As an example, you could start a letter or even an with this in mind: You ve been retired for two years now, with the security of a guaranteed regular income. In the past, you expressed an interest in how you might be able to boost your retirement income. So I m writing to invite you to a seminar I m holding on additional sources of income in retirement including downsizing and equity release. I really hope you can attend. It could be a great opportunity to find out how you can make the most of your existing assets and potentially unlock some of the value in your home to provide the extra retirement income you might still be looking for Event triggered communications As well as initiating contact with your clients based on what you know about them, you can also respond to their actions. This could be a request for information about a product or service, a web enquiry, or a download. It could also be a change of circumstances (such as an address or surname) or an action the client has taken (switching funds, cancelling a purchase, or making an early repayment). Respond quickly and you ll increase your chances of engaging a prospective client. As well as proving that you are pro-active when it comes to client service, you might find that event-triggered communications often produce highly profitable new business. In fact, event-triggered marketing activity can often be much more successful and a lot more cost effective than traditionally targeted communications such as direct mail, , and public relations. So, if you receive an online request from your website, act fast and you could easily gain a new client. Event trigger example Marketing Services Document Client reaches management age 50 team Send out a letter to arrange a review meeting, to confirm planning for retirement is on track and performing as expected. Marketing Services Client Document approaches management retirement team Call to arrange a review meeting and discuss options. Marketing Client develops Services Document medical management conditions team Contact to review requirements are they now eligible for an enhanced guaranteed income for life? Client s Marketing grandchild Services Document approaches management 18 team client about the potential for equity release to help with university fees. Client is taking 4% from a Marketing Services drawdown Document management plan, but market team has become reliable Call client about the potential for a guaranteed income for life solution provided by a guaranteed income for life. 6

7 Building a long-term, strategic contact strategy From here you can build on your contact strategy to interact effectively with your clients as they move through Take your time different stages: enquiry, purchase, renewal, and so on. You Accurately targeted client communications almost always might want to develop separate contact strategies for these get great results. Event triggers work because they allow different you to stages, talk to a once receptive you ve audience identified making any reliable it easier triggers to that increase are associated engagement with and each response. stage. Organic growth Organic growth comes from your existing business and should be an important consideration in your contact strategy. New business is important but there can be great value in growing your business through your existing client base because these individuals already know you. That s why it s essential to build strong relationships with your clients. The longer-term rewards of marketing your business A great value proposition will provide your clients and potential customers with convincing reasons why they should choose you above your competitors. By attracting attention and engaging with clients, you stand a better chance of gaining sales and profitable new business. Understanding what your clients need is of vital importance, as this will help you promote the right products and services at the most appropriate time. A deeper understanding of how your clients think, feel, and live will help you choose the most appropriate way to connect with them and get your message across. These points combine to give your business a competitive edge for the future based on strong supporting values. Cross-selling One of the ways you can strengthen ties with your existing clients is by cross-selling other products to them. Cross-selling helps you meet more of your client s requirements, increasing their reliance on your services and reducing the likelihood of them going to a competitor. You can use segmentation as a springboard for effective crossselling. Referrals Referrals are highly valuable to any business yet while many advisers recognise the importance of advertising, marketing, telemarketing, PR, and direct mail campaigns, they often take a much more passive approach to referrals. Be more proactive in seeking referrals by cultivating people who could champion your services and you could reap the rewards. For more marketing guides and free sample marketing material, visit: Remember that all marketing material should be fair, clear and not misleading to comply with the Financial Conduct Authority rule requirements and ensure that you continue to treat customers fairly. You can find out more about both of these requirements at financial-promotions. Just Retirement Limited. Registered Office: Vale House, Roebuck Close, Bancroft Road, Reigate, Surrey RH2 7RU. Registered in England Number Calls may be monitored and recorded, and call charges may apply. Please contact us if you would like this document in an alternative format /2015

Driving more business from your website

Driving more business from your website For financial intermediaries only. Not approved for use with customers. Driving more business from your website Why have a website? Most businesses recognise the importance of having a website to give

More information

Ideas that engage, inform and inspire.

Ideas that engage, inform and inspire. branding for banks Ideas that engage, inform and inspire. time to get real Ask a bank CEO to choose between budgeting $450,000 for brand building and hiring three or four lenders, and he or she will always

More information

Competitor Knockout: How To Create A Successful U.S.P COMPETITOR KNOCKOUT CREATING A POWERFUL USP - 1 -

Competitor Knockout: How To Create A Successful U.S.P COMPETITOR KNOCKOUT CREATING A POWERFUL USP - 1 - COMPETITOR KNOCKOUT CREATING A POWERFUL USP - 1 - TABLE OF CONTENTS COMPETITOR KNOCKOUT CREATING A POWERFUL USP... 1 THE IMPORTANCE OF A USP... 3 KNOWING YOUR CUSTOMER BASE... 5 CREATING A SUCCESSFUL U.S.P...

More information

Beyond the Referral: The Growing Role of Customer Advocates in Technology Marketing

Beyond the Referral: The Growing Role of Customer Advocates in Technology Marketing Beyond the Referral: The Growing Role of Customer Advocates in Technology Marketing Barb Pfeiffer Senior Consultant & Chief Channel Expert The Partner Marketing Group Beyond the Referral: The Growing Role

More information

Guide 5: Driving more business from your website

Guide 5: Driving more business from your website Guide 5: Driving more business from your website Andy s handy marketing tips Guide No. 5 of 10 Find out more at justadviser.com FOR FINANCIAL INTERMEDIARIES ONLY. NOT APPROVED FOR USE WITH CUSTOMERS. How

More information

A fresh look at equity release

A fresh look at equity release For financial adviser use only. Not approved for use with customers. A fresh look at equity release How you could add an extra dimension to your business How you could add an extra dimension to your business

More information

Checklist. Steps. your website

Checklist. Steps. your website content effects website Creating an annuity or equity release advert doesn t have to be expensive or complicated. Just make sure you follow the golden rules: keep it simple, don t be tempted to talk about

More information

Developing a Marketing Plan

Developing a Marketing Plan Shop Brock Workshop 1 discussed the emergence of Retail 3.0 - New realities and where retail is headed. Workshop 2 covered how the marketplace has moved online and how to keep up. In Workshop 3, we will

More information

Making the most of your retirement

Making the most of your retirement Making the most of your retirement A guide to equity release and our advice service Provided by Contents Welcome from the Age UK Group 3 Do more with your retirement 4 What is equity release? 5 Is equity

More information

Compare the routes to taking your pension income. Age Partnership. R e t i r e m e n t S p e c i a l i s t s. A range of solutions to meet your needs

Compare the routes to taking your pension income. Age Partnership. R e t i r e m e n t S p e c i a l i s t s. A range of solutions to meet your needs Age Partnership R e t i r e m e n t S p e c i a l i s t s Compare the routes to taking your pension income A range of solutions to meet your needs We can help you convert your pension savings into an income

More information

Referrals Keep Your River of Referrals Flowing

Referrals Keep Your River of Referrals Flowing Keys to Unlocking Sales Potential Referrals Keep Your River of Referrals Flowing For Agent Use Only Not for Dissemination to the Public. 1 Welcome to our discussion on referrals. This presentation is designed

More information

ADVERTISE Big Data Advertising For Branding

ADVERTISE Big Data Advertising For Branding Big Data Advertising For Branding Leveraging data to connect with more of your most valuable audiences What s Inside ADVERTISE 4 6 9 13 THE HEART OF PROGRAMMATIC IS DATA KNOW YOUR DATA OPTIONS SELECTING

More information

How to develop your personal brand A Roevin recruitment guide

How to develop your personal brand A Roevin recruitment guide How to develop your personal brand Page 1 of 8 How to develop your personal brand Whether you re in the market for a new role or you want to secure your current position by impressing the boss, you ll

More information

Capability Statement

Capability Statement Capability Statement The Lead Generation Company (LGCo) was established over eleven years ago and is s premier organisation in the provision of lead and marketing solutions. We have over a decade of experience

More information

SaaS Marketing: 10 marketing strategies to help SaaS providers improve engagement, data capture and conversion

SaaS Marketing: 10 marketing strategies to help SaaS providers improve engagement, data capture and conversion SaaS Marketing: 10 marketing strategies to help SaaS providers improve engagement, data capture and conversion A TSMA Guide T: 0330 223 3270 E: hello@tsma.agency W: www.tsma.agency The SaaS Award Marketing

More information

Step 1 Self-assessment (Who am I? What do I have to offer?)

Step 1 Self-assessment (Who am I? What do I have to offer?) Your Job Search Your job search is a process which begins during your studies, when you start thinking about life after you ve completed your studies. It is an ongoing process, from your first job you

More information

The benefits for different clients

The benefits for different clients For financial intermediaries only. Not approved for use with customers. Guaranteed Income for Life Solutions The benefits for different clients The pension reforms have prompted numerous discussions about

More information

Focusing on you. Focusing on the future.

Focusing on you. Focusing on the future. Focusing on you. Focusing on the future. Talk to JAM now on 0800 211 8877 www.jamrecruitment.co.uk Powerful RPO solutions from JAM Recruitment Future Great recruitment is incredibly powerful. It can change

More information

Britepaper. How to grow your business through events 10 easy steps

Britepaper. How to grow your business through events 10 easy steps Britepaper How to grow your business through events 10 easy steps 1 How to grow your business through events 10 easy steps As a small and growing business, hosting events on a regular basis is a great

More information

UNDERSTANDING EFFECTIVE LEAD GENERATION TICK #THINKGROWTH

UNDERSTANDING EFFECTIVE LEAD GENERATION TICK #THINKGROWTH UNDERSTANDING EFFECTIVE LEAD GENERATION TICK #THINKGROWTH CONTENTS 1 INTRODUCTION Page 3 2 COMPETITIVE PROPOSITION Page 4 3 USER PROFILING/AUDIENCE DNA Page 9 ENSURE YOUR BRAND HAS A CLEAR, COMPELLING

More information

Masterclass Series. Sales Training Courses

Masterclass Series. Sales Training Courses Masterclass Series of Sales Training Courses Testimonials I always enjoy how I feel after a durhamlane workshop empowered and motivated to attack my sales objectives. Cost effective and very good value

More information

Email Marketing for Website Owners: How to turn Clicks into Customers. Email Marketing from Constant Contact

Email Marketing for Website Owners: How to turn Clicks into Customers. Email Marketing from Constant Contact Email Marketing from Constant Contact Email Marketing for Website Owners: How to turn Clicks into Customers Constant Contact, Inc. 1601 Trapelo Road, Suite 329 Waltham, MA 02451 Phone: 1-866-899-3704 How

More information

Your retirement could have even more going for it

Your retirement could have even more going for it Your retirement could have even more going for it A straightforward guide to equity release For no obligation advice: call 0800 015 0993 www.justretirementsolutions.com Contents Imagine what you could

More information

Acquire with retention in mind.

Acquire with retention in mind. White Paper A Driver of Long-Term Profitability for Personal Auto Carriers Acquire with retention in mind. Use data and analytics to help identify and attract prospects with the highest potential for long-term

More information

Introduction. Core values. Vision and mission. Tesco s vision has five elements

Introduction. Core values. Vision and mission. Tesco s vision has five elements Introduction Tesco was founded in 1919 by Jack Cohen from a market stall in London s East End. Today it is one of the largest retailers in the world. Tesco s core business is retailing in the UK, which

More information

Telemarketing Services Buyer's Guide By the purchasing experts at BuyerZone

Telemarketing Services Buyer's Guide By the purchasing experts at BuyerZone Introduction: reasons to outsource The main reason companies outsource telemarketing operations is that setting up a large scale telemarketing call center is expensive and complicated. First you ll need

More information

Your essential guide to equity release. from the UK s No. 1 specialist

Your essential guide to equity release. from the UK s No. 1 specialist Your essential guide to equity release from the UK s No. 1 specialist 03 03 04 05 06 07 08 09 10 15 Contents What is equity release? How could equity release help you? Why choose Key Retirement? Mr & Mrs

More information

LEGAL & GENERAL HOME FINANCE. Guide to Lifetime Mortgages

LEGAL & GENERAL HOME FINANCE. Guide to Lifetime Mortgages LEGAL & GENERAL HOME FINANCE Guide to Lifetime Mortgages A lifetime mortgage could give you the freedom to really enjoy your retirement. We re delighted you re finding out more about lifetime mortgages.

More information

WHAT A MARKETING MANAGER NEEDS TO KNOW. WHEN PLANNING FOR AN EXHIBITION

WHAT A MARKETING MANAGER NEEDS TO KNOW. WHEN PLANNING FOR AN EXHIBITION WHAT A MARKETING MANAGER NEEDS TO KNOW. WHEN PLANNING FOR AN EXHIBITION Welcome I knew that, but I didn t know this. This document is designed for marketing managers who are familiar with the strategies

More information

Business Exit for Retirement Strategies

Business Exit for Retirement Strategies Are you a business owner contemplating retirement? Thinking of selling or transitioning your business? Are you counting on your business to fund your retirement? Maybe you don t think that you have anything

More information

Financial education and member engagement support

Financial education and member engagement support 1 education and member 2 Before implementing your new scheme or reviewing your existing scheme, we will look at the ways we can help you and the key areas you need to think about. Offering a workplace

More information

5 STEPS TO Identifying Your Profitable Target Audience PUBLISHED BY

5 STEPS TO Identifying Your Profitable Target Audience PUBLISHED BY 5 STEPS TO Identifying Your Profitable Target Audience PUBLISHED BY You know that profiling your target audience is the best business practice... BUT WHY? Even children try to identify the right audience

More information

ANNUITIES. INVEST A LITTLE TIME FOR A LOT OF VALUE.

ANNUITIES. INVEST A LITTLE TIME FOR A LOT OF VALUE. FOR FINANCIAL INTERMEDIARIES ONLY. NOT APPROVED FOR USE WITH CUSTOMERS. a fresh perspective ANNUITIES. INVEST A LITTLE TIME FOR A LOT OF VALUE. Raising awareness of the need to put effort into securing

More information

Telemarketing. trust the Experts. professionals. focus growth sales results

Telemarketing. trust the Experts. professionals. focus growth sales results Telemarketing professionals trust the Experts focus growth sales results who we are We are the experts in lead generation and appointment setting to a variety of industries with a focus on the IT industry.

More information

MORRINSON WEALTH MANAGEMENT LLP. Senior Partner Practice of St. James s Place Wealth Management PARTNERS IN MANAGING YOUR WEALTH PAGE 1

MORRINSON WEALTH MANAGEMENT LLP. Senior Partner Practice of St. James s Place Wealth Management PARTNERS IN MANAGING YOUR WEALTH PAGE 1 MORRINSON WEALTH MANAGEMENT LLP Senior Partner Practice of St. James s Place Wealth Management PARTNERS IN MANAGING YOUR WEALTH PAGE 1 The team at Morrinson Wealth Management have been a great guide to

More information

Introduction... 1 Website Development... 4 Content... 7 Tools and Tracking... 19 Distribution... 20 What to Expect... 26 Next Step...

Introduction... 1 Website Development... 4 Content... 7 Tools and Tracking... 19 Distribution... 20 What to Expect... 26 Next Step... Contents Introduction... 1 Website Development... 4 Content... 7 Tools and Tracking... 19 Distribution... 20 What to Expect... 26 Next Step... 27 Introduction Your goal is to generate leads that you can

More information

KEY GUIDE. Investing for income when you retire

KEY GUIDE. Investing for income when you retire KEY GUIDE Investing for income when you retire Planning the longest holiday of your life There comes a time when you stop working for your money and put your money to work for you. For most people, that

More information

A Guide to Social Media Marketing for Contractors

A Guide to Social Media Marketing for Contractors A Guide to Social Media Marketing for Contractors Belynda Holt Pinto, Director of Operations Mike Holt Enterprises The way companies market their services is in transition, and keeping up with those changes

More information

Then call us today (07) 5574 3213 or email santelint@intaconnect.net to find out more about how we can help you!

Then call us today (07) 5574 3213 or email santelint@intaconnect.net to find out more about how we can help you! Head Office: Suite 27, 39 Lawrence Drive, NERANG QLD 4211 Postal Address: PO BOX 3442 NERANG DC QLD 4211 T (07) 5574 3213 F (07) 5574 3215 E santelint@intaconnect.net W www.santelint.com.au The staff at

More information

WHY. Our Values. Bigrock exists... At Bigrock, our values drive everything we do and inform every decision we make. RESULTS are critical

WHY. Our Values. Bigrock exists... At Bigrock, our values drive everything we do and inform every decision we make. RESULTS are critical Our Values At Bigrock, our values drive everything we do and inform every decision we make CLIENT DELIGHT...everything we do should drive it RESULTS are critical ENJOY IT! COMMUNICATE clearly and truthfully

More information

Investing for income when you retire

Investing for income when you retire KEY GUIDE Investing for income when you retire Planning the longest holiday of your life There comes a time when you stop working for your money and put your money to work for you. For most people, that

More information

Financial services marketers: Are your sales aids actually aiding sales?

Financial services marketers: Are your sales aids actually aiding sales? Financial services marketers: Are your sales aids actually aiding sales? Here s the deal The consumer is as sophisticated as they ve ever been. Financial products are as sophisticated as they ve ever been.

More information

Loans Mentoring Support. The Essential Guide to STARTING A BUSINESS

Loans Mentoring Support. The Essential Guide to STARTING A BUSINESS Loans Mentoring Support The Essential Guide to STARTING A BUSINESS To help you get to the stage where you can turn that business idea into a reality, we ve created this short guide of important aspects

More information

The Power of Relationships

The Power of Relationships The Power of Relationships How to build long-lasting customer relationships to help you do more business 2014 Copyright Constant Contact, Inc. 14-3931 v1.0 Helping Small Business Do More Business When

More information

Setting up a website: key considerations.

Setting up a website: key considerations. Setting up a website: key considerations. Supporting you on your business journey. If your business is going to trade online, then you ll already be thinking about your website. But even if you re not

More information

LEGAL & GENERAL HOME FINANCE. Guide to Lifetime Mortgages

LEGAL & GENERAL HOME FINANCE. Guide to Lifetime Mortgages LEGAL & GENERAL HOME FINANCE Guide to Lifetime Mortgages A lifetime mortgage could give you the freedom to really enjoy your retirement. We re delighted you re finding out more about lifetime mortgages.

More information

Guide to Trade Marketing. A guide to give you support and ideas for reviewing your trade marketing

Guide to Trade Marketing. A guide to give you support and ideas for reviewing your trade marketing Guide to Trade Marketing A guide to give you support and ideas for reviewing your trade marketing Synergy Creative works with clients to plan, design and implement trade marketing campaigns. Here we share

More information

2015 Real Estate Digital Marketing Trends

2015 Real Estate Digital Marketing Trends 2015 Real Estate Digital Marketing Trends presented by Ewan Watt we put your business first Introduction Thanks for entering your information and taking the time to read the White Paper I have prepared.

More information

Market Segmentation. An insight into different ways to build your target market. Presented by Cidewalk

Market Segmentation. An insight into different ways to build your target market. Presented by Cidewalk An insight into different ways to build your target market Presented by Cidewalk Contents Introduction Demographics Psychographics Behavioral Price Cidewalk 3 4 6 7 8 9 2 Title of the book An Introduction

More information

A guide to help you make the most of Your Choice. Employee Guide

A guide to help you make the most of Your Choice. Employee Guide A guide to help you make the most of Your Choice Employee Guide This guide is to help you understand a bit more about Your Choice. This is the total package of benefits that you may be eligible for as

More information

WHAT THE RESEARCH TOLD US...

WHAT THE RESEARCH TOLD US... 1 INTRODUCTION In late 2014, we commissioned PFA Research to undertake independent research into the senior level job market, to gain a clear insight into how today s market works from a candidate and

More information

List Building Pitfalls Revealed

List Building Pitfalls Revealed List Building Pitfalls Revealed Contents Intro... 3 Not using a professional autoresponder... 3 Poorly structured squeeze page... 5 Failing to split test... 6 Failing to build brand awareness... 7 Promoting

More information

How to Generate More Referrals Automatically

How to Generate More Referrals Automatically How to Generate More Referrals Automatically BLUELEAF S ALL-IN-ONE CLIENT ENGAGEMENT SOFTWARE... BRINGS YOUR REPORTING & DATA WORLDS TOGETHER IN ONE, POWERFUL, INTEGRATED PACKAGE ACCOUNT AGGREGATION CLIENT

More information

cprax Internet Marketing

cprax Internet Marketing cprax Internet Marketing cprax Internet Marketing (800) 937-2059 www.cprax.com Table of Contents Introduction... 3 What is Digital Marketing Exactly?... 3 7 Digital Marketing Success Strategies... 4 Top

More information

MANAGING B2B MARKETING AUTOMATION IN 2015

MANAGING B2B MARKETING AUTOMATION IN 2015 MANAGING B2B MARKETING AUTOMATION IN 2015 Understanding the current state of Marketing Automation in business-to-business companies Author: Dr Dave Chaffey, SmartInsights.com Research in collaboration

More information

Marketing Strategy Template

Marketing Strategy Template Marketing Strategy Template Do you want more customers, leads or website traffic? Do you want to understand what marketing you can do and the results you could get from that? If you can answer yes to either

More information

The Principles of Selling Outsourcing Pretium Partners, Inc.

The Principles of Selling Outsourcing Pretium Partners, Inc. The Principles of Selling Outsourcing Pretium Partners, Inc. Selling outsourcing is different, perhaps more challenging, than product, service or solution sales. The past 10 years of outsourcing expansion

More information

5 keys to TALENT RETENTION. The relationship between Maslow s pyramid and compensation and benefits

5 keys to TALENT RETENTION. The relationship between Maslow s pyramid and compensation and benefits 5 keys to TALENT RETENTION The relationship between Maslow s pyramid and compensation and benefits 1 The current climate and rapidly evolving organizations raise many challenges for businesses today. In

More information

More Enquiries, Same Budget: Solving the B2B Marketer s Challenge

More Enquiries, Same Budget: Solving the B2B Marketer s Challenge More Enquiries, Same Budget: Solving the B2B Marketer s Challenge You need to increase inbound enquiries, both in volume and quality, but your budget is restricted. Sound familiar? Prospect Analytics offers

More information

THE 10 MOST POWERFUL CHANGES THAT WILL INCREASE SALES IN YOUR COMPANY IMMEDIATELY!

THE 10 MOST POWERFUL CHANGES THAT WILL INCREASE SALES IN YOUR COMPANY IMMEDIATELY! THE 10 MOST POWERFUL CHANGES THAT WILL INCREASE SALES IN YOUR COMPANY IMMEDIATELY! LEADS X CONVERSIONS = SALES Most companies put all their efforts into generating more leads to generate more sales. In

More information

Web content provided for Blue Square Design see www.blue-square.com.au. Home Page

Web content provided for Blue Square Design see www.blue-square.com.au. Home Page Web content provided for Blue Square Design see www.blue-square.com.au Home Page We help your business make new friends When you harness the skills of a graphic and web design studio, there s a certain

More information

How to Create Landing Pages. Learn How to Create Powerful Landing Pages that Increases Your ROI

How to Create Landing Pages. Learn How to Create Powerful Landing Pages that Increases Your ROI How to Create Landing Pages Learn How to Create Powerful Landing Pages that Increases Your ROI How to Create a Landing Page Why should you read this guide? Learn all of the basics that go behind creating

More information

How other retailers use Online Survey. And how their experience can help you.

How other retailers use Online Survey. And how their experience can help you. Online Survey for Retailers How other retailers use Online Survey. And how their experience can help you. We know that our retail customers get revealing and valuable insights from our Online Survey tool.

More information

Warming Up Cold Calls

Warming Up Cold Calls The Radio E-marketing Cold Calling Workbook to Accompany Your Monthly Sales Training Video Warming Up Cold Calls Cold calls today are considered unprofessional and are simply rude interruptions. So much

More information

The ABC of enhancing profits by building your reputation

The ABC of enhancing profits by building your reputation Creating a reputation Page 1 of 5 The ABC of enhancing profits by building your reputation Have you encountered any well-known brands that have retained an agency on a regular basis, even though you (and

More information

THE SME S GUIDE TO COST-EFFECTIVE WEBSITE MARKETING

THE SME S GUIDE TO COST-EFFECTIVE WEBSITE MARKETING THE SME S GUIDE TO COST-EFFECTIVE WEBSITE MARKETING Learn how to set your website up to convert visitors into sales and drive traffic to your website using online advertising. A publication by: Introduction

More information

6 TOP TIPS FOR IMPROVING YOUR DELIVERABILITY BROUGHT TO YOU BY

6 TOP TIPS FOR IMPROVING YOUR DELIVERABILITY BROUGHT TO YOU BY 6 TOP TIPS FOR IMPROVING YOUR DELIVERABILITY BROUGHT TO YOU BY INTRODUCTION What s the point in sending awesome email campaigns if they don t reach your recipients? Answer? None whatsoever! That s why

More information

Individual Giving Resource Sheet

Individual Giving Resource Sheet Individual Giving Resource Sheet Individual giving can be broken down into three broad channels: supporter acquisition, supporter retention and supporter development. Before we look at the mechanics of

More information

Converting to Fee-Based A BETTER BUSINESS MODEL FOR TODAY S MARKET AND FOR YOUR FUTURE

Converting to Fee-Based A BETTER BUSINESS MODEL FOR TODAY S MARKET AND FOR YOUR FUTURE Converting to Fee-Based A BETTER BUSINESS MODEL FOR TODAY S MARKET AND FOR YOUR FUTURE CONVERTING TO FEE-BASED 2 Chances are, you ve thought about switching to a fee-based practice before. Maybe you have

More information

FOCUS ON. Business success through training & recruitment. invest in your workforce and gain the competitive edge

FOCUS ON. Business success through training & recruitment. invest in your workforce and gain the competitive edge FOCUS ON Business success through training & recruitment invest in your workforce and gain the competitive edge Everything we do at Lincoln College is with your success in mind. We live in a fast-paced,

More information

CONTENTS Introduction Call tracking Case Study Call Tracking tools Testimonials The Mediahawk Experience conclusion Request Demo

CONTENTS Introduction Call tracking Case Study Call Tracking tools Testimonials The Mediahawk Experience conclusion Request Demo 1 CONTENTS 1. Introduction 3 2. Call tracking Case Study Abbott Moore 4 3. Call Tracking tools For Financial Services 6 4. Testimonials 9 5. The Mediahawk Experience 10 6. conclusion 12 7. Request a Demo

More information

A guide for customers

A guide for customers Pension Annuity A guide for customers Guaranteed income for life Pension Annuity If you re thinking... I want a secure income that is guaranteed to be paid for life, and I m not in the best of health.

More information

websites that mean business...

websites that mean business... websites that mean business... creative printing clever thinking kall kwik... your on-line partner The internet has changed the way that we all do business and having a website is now is an essential marketing

More information

At The Crossroads of Marketing and Technology. Top 6 Tips for Success in the Digital World

At The Crossroads of Marketing and Technology. Top 6 Tips for Success in the Digital World At The Crossroads of Marketing and Technology Top 6 Tips for Success in the Digital World Introduction As a small business, you have enough challenges keeping your head above water and focusing on how

More information

MORE CHOICE MORE FREEDOM

MORE CHOICE MORE FREEDOM LOOK FORWARD TO MORE CHOICE MORE FREEDOM A guide to Income Release Pension Portfolio royallondon.com WELCOME TO ROYAL LONDON We re a mutual organisation and, unlike a PLC, we don t have any shareholders

More information

HOW TO PRODUCE DIRECT MAIL

HOW TO PRODUCE DIRECT MAIL HOW TO PRODUCE DIRECT MAIL A SIMPLE GUIDE TO SUCCESSFUL DIRECT MAIL SEPTEMBER 2015 CONTENTS INTRODUCTION 02 STRATEGY 03 AUDIENCE 05 CREATIVE 07 PRODUCTION 10 FINANCE 12 EVALUATION 13 REGULATION 15 HELP

More information

Average producers can easily increase their production in a larger office with more market share.

Average producers can easily increase their production in a larger office with more market share. The 10 Keys to Successfully Recruiting Experienced Agents by Judy LaDeur Understand whom you are hiring. Don t make the mistake of only wanting the best agents or those from offices above you in market

More information

Programmatic Media. Whitepaper: the future of media buying

Programmatic Media. Whitepaper: the future of media buying TM Programmatic Media Whitepaper: the future of media buying Net Natives offer 6 key digital service areas for our clients ADVERTISING INSIGHTS & ANALYTICS CREATIVE MARKETING TECHNOLOGY CONSULTANCY CHINA

More information

Creating FINANCIAL INDEPENDENCE EXIT STRATEGY AND WEALTH PLANNING PARTNERS IN MANAGING YOUR WEALTH PARTNERS IN MANAGING YOUR WEALTH

Creating FINANCIAL INDEPENDENCE EXIT STRATEGY AND WEALTH PLANNING PARTNERS IN MANAGING YOUR WEALTH PARTNERS IN MANAGING YOUR WEALTH Creating FINANCIAL INDEPENDENCE EXIT STRATEGY AND WEALTH PLANNING 1 Contents 3 Creating financial independence 4 Why you should choose St. James s Place 4 Our approach 7 Creating your wealth plan 9 Planning

More information

What is the customer journey- and how to do it

What is the customer journey- and how to do it What is the customer journey- and how to do it Leisure Centres Introduction The customer journey is a buzzword that is thrown around a lot. But what on Earth is it?, we hear you ask! Also referred to as

More information

Starting and Ending Presentations- Phrases

Starting and Ending Presentations- Phrases Starting and Ending Presentations- Phrases Without looking below, listen to your teacher read out phrases and hold up the right one of the cards they have given you. If the phrase can be used both at the

More information

Using EMT Connect to effectively manage the registration of on campus events. Ben Lee Senior Marketing Officer University of Wales Institute, Cardiff

Using EMT Connect to effectively manage the registration of on campus events. Ben Lee Senior Marketing Officer University of Wales Institute, Cardiff Using EMT Connect to effectively manage the registration of on campus events Ben Lee Senior Marketing Officer University of Wales Institute, Cardiff Who we are (Quickly!) Located in Cardiff, Wales, UK

More information

This audience project will help shape the marketing and fundraising strategy and help make a difference to the lives of blood cancer patients.

This audience project will help shape the marketing and fundraising strategy and help make a difference to the lives of blood cancer patients. Data Analyst Fixed term for 6-9 months Bloodwise is the only UK charity dedicated to improving the lives of patients with all types of blood cancer. We want to change the world, and with help from people

More information

Work Experience Toolkit

Work Experience Toolkit Work Experience Toolkit Introduction The science based industries are critical to the future prosperity of the United Kingdom. In order to continue to be competitive in the world market, it is important

More information

Advertising Strategy Advertising, Design & Creative Aspects of Marketing Communications

Advertising Strategy Advertising, Design & Creative Aspects of Marketing Communications Advertising, Design & Creative Aspects of Marketing Communications Chris Price- International Director, MJD Consultancy If you don t do any advertising/marketing promotions (with good creative) something

More information

Using ProfitSourcery for the First Time: Our Hints & Tips

Using ProfitSourcery for the First Time: Our Hints & Tips Using ProfitSourcery for the First Time: Our Hints & Tips 0 All rights reserved. Permission granted to reproduce for ProfitSourcery client use only. Commercial copying, hiring, lending is prohibited. With

More information

Do you wish you could attract plenty of clients, so you never have to sell again?

Do you wish you could attract plenty of clients, so you never have to sell again? The 9 Secrets to Signing up Clients Without Selling Do you wish you could attract plenty of clients, so you never have to sell again? Imagine having an endless supply of great clients who approach you

More information

REPUTATION MANAGEMENT SURVIVAL GUIDE. A BEGINNER S GUIDE for managing your online reputation to promote your local business.

REPUTATION MANAGEMENT SURVIVAL GUIDE. A BEGINNER S GUIDE for managing your online reputation to promote your local business. REPUTATION MANAGEMENT SURVIVAL GUIDE A BEGINNER S GUIDE for managing your online reputation to promote your local business. About Main Street Hub: Main Street Hub is the voice for more local businesses

More information

Creating the customer experience

Creating the customer experience Creating the customer experience INSIGHT. EXECUTION. ADVANTAGE. Customer experience outsourcing that transforms business performance 3 Your customer management future 5 The Webhelp difference 8 Services

More information

Four Proven Marketing Tactics Commercial Insurance Marketing Leaders Use to Beat Their Competition...

Four Proven Marketing Tactics Commercial Insurance Marketing Leaders Use to Beat Their Competition... Four Proven Marketing Tactics Commercial Insurance Marketing Leaders Use to Beat Their Competition... Special Report - exclusively for property-casualty insurance carriers! Four Proven Marketing Tactics

More information

Retirement Investments Insurance Health. Investment Portfolio

Retirement Investments Insurance Health. Investment Portfolio Retirement Investments Insurance Health Investment Portfolio Investment Portfolio from Aviva Whatever your financial needs, Investment Portfolio offers you a wide range of investment options, giving you

More information

Customer Centricity = Sales Enablement

Customer Centricity = Sales Enablement Customer Centricity = Sales Enablement (= value focus = increased sales = reduced costs = improved margins) Abstract Recent studies from IDC and Forrester show that technology companies waste huge sums

More information

10 WAYS TO USE DATA MARKETING

10 WAYS TO USE DATA MARKETING 10 WAYS TO USE DATA IN YOUR ONLINE MARKETING INTRODUCTION The era of data is upon us with marketers and SMEs already making use of data to improve their targeting, exceed their customer expectations and

More information

Getting Your Keywords Right

Getting Your Keywords Right Getting Your Keywords Right Workbook How to Get Your Keywords Right The purpose of this workbook is to help marketers understand the first step in improving your organic search results. In order to drive

More information

Celebrus for Telecommunications: Deepening customer intelligence with individual-level digital data

Celebrus for Telecommunications: Deepening customer intelligence with individual-level digital data SECTOR SOLUTIONS Celebrus for Telecommunications: Deepening customer intelligence with individual-level digital data p1 Introduction Today s Telecommunications sector is highly dynamic. Firstly the very

More information

All you need to know about equity release

All you need to know about equity release All you need to know about equity release The Age UK Equity Release Advice Service is provided by Just Retirement Solutions Limited. Registered office: Vale House, Roebuck Close, Bancroft Road, Reigate,

More information

A Sales Strategy to Increase Function Bookings

A Sales Strategy to Increase Function Bookings A Sales Strategy to Increase Function Bookings It s Time to Start Selling Again! It s time to take on a sales oriented focus for the bowling business. Why? Most bowling centres have lost the art and the

More information

Guide to choosing Graphic Designers

Guide to choosing Graphic Designers Guide to choosing Graphic Designers How to choose the right Graphic Designer for your business Contents About Computer Weekly 4 About Approved Index 5 Introduction 6 Branding 8 Choosing the right graphic

More information

PAY-PER-CLICK CALL TRACKING. How Call Tracking Data Can Improve & Optimize Your PPC Strategy

PAY-PER-CLICK CALL TRACKING. How Call Tracking Data Can Improve & Optimize Your PPC Strategy PAY-PER-CLICK CALL TRACKING & How Call Tracking Data Can Improve & Optimize Your PPC Strategy Table of Contents Introduction 3 What is PPC? 4 Google AdWords Features 6 What is Call Tracking? 8 Using Call

More information

A Guide to Releasing Capital from your Home

A Guide to Releasing Capital from your Home Advice for older people A Guide to Releasing Capital from your Home Advice provided by Advice for older people FirstStop Advice brings together the expertise of some of the most trusted and respected organisations

More information