Something Every IFA & Mortgage Broker Should Read

Wednesday, 24 March 2010 17:37

Something Every IFA & Mortgage Broker Should Read

Written by John Bloomfield

font size decrease font size increase font size
Print
E-mail
1 Comment

Rate this item

(0 votes)

John Bloomfield When I originally started this blog I had no intention of posting myself preferring instead to try and attract posts from Sales & Marketing experts who could perhaps offer some insight in to how we as IFAs and mortgage brokers should be marketing our services and communicating what we can do to the general public. As the blog has aged however it has been quite difficult to keep up the pace of inviting guest bloggers and organising their posts etc. So recently I decided to throw the blog open to all IFAs and Mortgage intermediaries who felt they had something useful to tell others. If you are interested in submitting a post to the blog then please drop me an email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it detailing what you would like to post about don't write the whole blog as I might not think it's a suitable subject, just send a summary.

I don't feel that I am really qualified to position myself as some sort of IFA marketing expert so I thought I would kick off by drawing your attention to a document that I think every independent financial adviser and mortgage intermediary should have read by now yet I have seen no mention of it in the financial press.

The document to which I am referring is "Financial Responsibility Messaging Research - YouGov" published by the Association Of British Insurers way back in October. The document was put together following extensive research on how the British public are influenced by advertising on financial matters. In a significant study it measures how differing financial messages have a differing effect on members of the public. I saw we should all read this as it clearly plays in to how we should be putting together our marketing and advertising efforts you can download a copy of the document by following this link or if that link breaks try this one it's only 17 pages long but very interesting.

Last modified on Tuesday, 13 July 2010 13:38

Read 1072 times | Like this? Tweet it to your followers!

Published in Articles

Tagged under

Social sharing

John Bloomfield

John Bloomfield is an Independent Mortgage & Financial Adviser, and founder of both Sesame Forums and Adviser Forums

Website: www.pwfs.co.uk/adviser-profiles/john-bloomfield

Latest from John Bloomfield

Related items (by tag)

More in this category: « Does RDR make your business valueless? 4 Tips for Making Your Holiday Parties Profitable! »

Make sure you enter the (*) required information where indicated.
Basic HTML code is allowed.

1 Comment

Comment Link Thursday, 21 October 2010 10:33 posted by Stephen J Lockett
I am not paranoid: but , the banks are out to get rid of IFA's. They make up the FSA rules. RDR is another set of exams(I have taken enough over the last 21 years). Keep changing the goal posts, bring out more costs, more exams and do away with the small IFA. The banks should be taken to task for ruining the country; but, they are the FSA so the won't take themselves to court. Just carry on doing us out of a job. Under RDR the average client won't pay an IFA, they will get second rate advice and go to the banks. The question is "What can we do about it"...regards steve lockett.