Financial planners

We have enjoyed working with financial planners and CFPs over the last 10 years or more. With considerable experience in the area of 'financial marketing', this sector holds no fears for us and we particularly love the passion and commitment that professional financial planners bring to their role.

As the demands of the FSA's RDR (retail distribution review) and 'transition' draw closer, you need to be more ready than ever to face your marketplace with a fully-integrated marketing plan, building an effective brand that:

• successfully differentiates you from the mass of your competition
• targets your specialist sectors
• and helps you segment your service delivery for maximum profitability.

Our 'On Track Marketing' process works particularly well in this sector, starting as it does with understanding your business vision. We then take you through an all-important discovery phase where we work with you to understand the minutiae of your business, your marketplace and your marketing process.

When it comes to developing the right tools to help you make a difference, we can help you at every level. We understand the need for you to establish credibility and trust with your clients - and the role that your printed materials and website can play in achieving this.

And if you decide that your time is better spent supporting your clients' financial planning needs, we can take on some of the ongoing marketing load for you, helping you keep on top of the process with regular reviews.