1st February 2013

Panacea Adviser teams up with Adviser-Hub for twitter Q&A

London, 1^st February 2013 – Panacea Adviser, the online resource for directly regulated financial advisers, today teamed up with Julian Marr, Editorial Director at Adviser-Hub, to carry out a twitter Q&A on ‘Building your business through client communication and marketing’. 

Panacea Adviser invited its followers to pose questions to Julian who gave his views on creating a marketing plan, building an effective marketing campaign and how professional connections can help your business.

Derek Bradley, CEO of Panacea Adviser, commented: “Following a very successful and informative twitterview in December, we continued this month and provided our adviser community with the opportunity to ask Julian Marr of Adviser-Hub advice about effective marketing campaigns.  Julian gave great insights into marketing campaigns for advisers and we thank him for taking the time to speak with the Panacea community.”

Julian Marr, Editorial Director of Adviser-Hub commented: “I was excited to team up with Panacea and offer their adviser community the chance to ask questions about marketing effectiveness.  Panacea and Adviser-Hub share a commitment to supporting advisers and it’s great when we can collaborate to this end.”

The following questions were asked and answered:

Q: Advisers have so much on their plate, why should I add marketing to the list?

A: The need to find more better-quality clients is a growing priority for advisers. Consistent, sustained marketing is key.

Q: What are the basic considerations of marketing?

A: Get your target’s attention, convey how your services will benefit them and make them respond.

Q: What sort of approach should I take to marketing my services?

A: The best advisory firms use a sustained ‘pull’ marketing strategy to encourage clients to come to them.

Q: What are the key components of a marketing plan?

A: Your objectives; strategies to achieve them; tactics to implement strategy; timescale; and budget.

Q: Do you have any tips for putting together a client newsletter?

A: Understand audience; tailor message; balance content; pick suitable look; remember call to action.

Q: How do I go about building an email campaign?

A: Build list; plan how to send emails, regularity, content and response handling; define ‘success’.

Q: How can I effectively use social media to build my business?

A: See it both as a way of sharing information and reaching out to existing and potential clients.

Q: How can professional connections help my business?

A: A strong connection with a law or accountancy firm can prove profitable for both parties.

Q: What is the best way to get started making professional connections?

A: Most professionals favour adviser firms with strong qualifications, local profile and reputation.

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