Advice and Wealth Marketing
Consumer, regulatory and industry trends are pulling financial advisers & wealth companies toward their customer. Most businesses are up for the journey, but lack a roadmap and the scale to tackle the marketing task. They want help defining a customer strategy and becoming digital marketers. The Advice & Wealth practice is our answer – marketing experts with the insight, tools and team to support wealth companies, dealer groups and advisers in their quest to restructure their business with the customer at the centre.
- Consumer Pulse Presentation: an interactive presentation on consumer sentiment in 2013 and a review of major consumer trends (see sidebar)
- Segmentation: provides insight on how customers group, where the opportunity markets are and how to serve them (see sidebar).
- Online solutions: websites, social sites, video, calculators and other digital modules ready to adapt for your business.
- Wealth marketing team: experts in campaign management, web design, business events and public relations – with deep wealth experience
Click here to discuss your advice marketing needs
