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Financial Planner Marketing Playbook

Dec 26, 2018

In this episode, I’m sharing ideas on how to craft compelling content for your financial planner website.

Our research found that the average IFA website blog hasn't been updated for six months.

Failure to update website content on a regular basis is just one of several things letting financial planners down when it...


Dec 19, 2018

We all know why referrals from satisfied clients are so powerful.

A good referral can result in an engaged client faster and more easily than any other type of lead.

But the act of asking for them can be awkward. And awkwardness aside, even asking for referrals is often ineffective.

My podcast guest today is Stacey...


Dec 12, 2018

Every financial planning business making sales online is engaged in a battle to get prospective clients to click.

More clicks equals more sales equals a more successful financial planning business.

In this episode of the Financial Planner Marketing Playbook podcast, I speak to Glenn Fisher, a direct response copywriting...


Dec 4, 2018

Financial Planner Marketing Playbook is the new audio podcast from the team at Bamford Media.

Your host is Martin Bamford, chartered financial planner and founder of creative agency Bamford Media.

Coming up in season one, we've got five fantastic guests, sharing insights from the worlds of content creation,...