Our marketeers are passionate about helping clients find your business and helping you to make the customer journey that little bit easier. As a member, you’ll have direct access to all of our marketing materials and aides, as well as detailed guidance on the latest digital marketing strategies.
From Advertising to Zoom calls, our marketing team can give you the edge over your competitors with their comprehensive digital marketing support. Whether you need help setting up your new website, or are looking to get started on social media, we have the practical guides and personal support to match.
Exclusive to our network members, our Consumer Newsletter email service enables you to create unique touchpoints with your clients every month.
Take advantage of our topical suite of free marketing assets, including:
Newly introduced and delivered by our CIM-qualified staff, these are focused sessions with groups of advisers who are looking to improve their marketing at a strategic level. Taking place over three sessions, advisers are taken through the basics of Analysis, Strategy and Tactics needed to create long-term marketing plans.
Exclusive to network members, these academy sessions are part of our commitment to educating advisers on everything they need to grow a successful business.
Alongside our core marketing services, our team are always on hand to talk through your marketing ideas and give guidance as to the next best step. Here are some of the typical subjects we discuss with advisers:
Head of Sales and Marketing