Home / Financial Adviser Marketing Bundle / What The Bundle Includes
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What The Financial
Adviser Marketing Bundle Includes >>
Features >>
Fully personalised 12-page printed corporate client magazine featuring your business logo,
name (photograph, if required) and trading colours - also includes your business contact details
and regulatory statement - you decide the quantity from as little as just 25 copies an issue
Fully personalised digital version of your 12-page printed corporate client magazine
30-page digital wealth management client magazine (PDF & HTML formats)
28-page digital client marketing guide (PDF & HTML formats)
4-page digital client marketing guide (PDF & HTML formats)
Professionally written client marketing letter to accompany your printed magazines Digital client marketing guides supplied every two-months include >>
28-PAGE FORMAT >>
A Guide to the Budget
A Guide to the Pre-Budget Report
A Guide to Inheritance Tax Planning
A Guide to Retirement Planning
A Guide to Wealth Management
A Guide to Investment Planning
A Guide to Protection Planning4-PAGE FORMAT >>
A Guide to ISAs
A Guide to SIPPs
A Guide to Pension Transfers
A Guide to Ethical Investing
A Guide to Business Protection
Also includes other regularly updated titles
THE PERFECT MARKETING SOLUTION TO >>
Build existing client loyalty
Improve brand awareness
Generate further leads and sales opportunities
Add regular changing website resource content
Attract and retain website traffic
Use for e-marketing campaigns
Improve your websites SEO rankings
Use to provide an e-news alerts service
To discuss your business requirements call (0845) 686 0055 or e-mail enquiries@goldminemedia.co.uk -
Testimonials >>
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Keith WilliamsIndependent Financial Adviser
Positive Solutions (Financial Services) LtdSmartMoney and eSmartMoney are core factors in keeping in touch with my clients on a regular basis. The outlay more than pays for itself because of new business generated, and these publications assist with client retention too. l don't think you can pretend to be a serious player in this business without giving your clients something like this on a regular basis, and if you don't, don't be surprised if you lose your clients to another firm that does!...
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Alan Seward Managing Director
Alan Seward Financial Services LtdWe are really pleased with the response we've had since launching eSmartMoney magazine on our website. The magazine has been well received by our clients and the bi-monthly format enables us to keep in touch with our customers on a regular basis...
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Iain P WishartChartered Financial Planner and
Certified Financial Planner CM
Wishhart WealthWe've just sent our first eSmartMoney digital magazine and A Guide to Inheritance Tax Planning using the HTML link to around 300 recipients, in addition to 50 printed copies for those who prefer snail mailThe feedback is that the content is good and relevant. We will continue to send this every eight weeks as it's a great way to keep our 'name in the frame' and stay in touch, maximising client contact...
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Paul ReynoldsManaging Director
Yourmoney Manager LtdOur clients absolutely love eSmartMoney. This is the key test in any marketing investment you make - we may like it but clients tell you exactly as it is. After ten years of searching and trying unsuccessfully, we have found the answer. Having adopted the digital magazines, they are certainly the most cost-effective, content rich and information specific that you will find available on the market today...
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Dave HopeIndependent Financial Adviser
Grapevine Financial Services IFA LtdAt Grapevine we like to generate 'touch points' with clients as often as possible. eSmartMoney and eSmartProperty are core factors in helping achieve this. These digital magazines have proved very useful in paving the way for client discussions and the modest outlay means this activity is highly cost-effective. Increasingly, our property and financial services clients are entitled to be kept informed of market trends and the prepared content has proved to be both time-saving for us and interesting for customers...
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