Grow your business the right way
Our services
Self-managed strategy
As a financial adviser, you want some structure in your marketing but you might not be sure how much resource you can dedicate to it.
This approach gives you a strategy, the rationale and marketing plan to follow in your own time.
Marketing doesn’t have to be guesswork — have clarity and consistency and see how you get on.
Receive a full and in-depth marketing audit and comprehensive set of recommendations.
Get a tailored marketing plan for you to manage.
From £750 - £1,500
(Depends on the objective/s and size of the project.)
Retainer for ongoing support
One of the most important parts of activating your marketing strategy is getting it done.
Get access to expert help without hiring in-house and build a marketing operation that scales with you.
We start with an in-depth analysis of what needs to be done.
We meet regularly for accountability.
We agree how many hours you might need per month for additional support.
Kick-off fee from £750 - £1,500
Retainer from £500 per month. (Depends on the objective/s and size of the project.)
Pay-as-you-go services
One of the biggest challenges for financial advisers is reacting to short deadlines and event-led changes.
Let us know if you need help with something quickly. Or you might just need a sounding board.
Content and communications creation
Marketing literature and collateral
Social media plan
Online fundamentals
In-house marketing support
One-off meetings
Hourly rate £150
Some services (eg. social media content creation) will be outsourced to a trusted partner/agency of your choosing.
How it works
1. Introduction
It starts with a chemistry call – are we the right fit for each other? Marketing consultation often requires sharing your aspirations and problems, so we must trust and understand each other.
It’s important to see how you feel before doing anything.
2. Consultation
If you want to move to the next step, you will receive an initial estimate so that you have an indication of costs.
If you like the initial estimate, we’ll have an in-depth meeting to delve into your objectives, challenges, resource, clients and risks.
This is completely free of charge and is typically 1-2 hours.
3. Diagnosis
Following an in-depth meeting, you will be prepared a scope of work document that outlines more detailed costs and expected time frames based on your unique requirements.
If you are happy to proceed, we then start the audit, research and diagnosis of your situation to get the right solution and fit for your business.
And from there, planning, implementation and tracking.
Marketing is an investment, so invest wisely
A relationship issue
Yours is a relationship business and people are emotional, not rational.
The problem
We are wired for ‘the now’ and certainty, which is not what financial advice offers. We also need reptition and familiarity. This can make our job to convince someone to pay for financial advice very difficult. (Especially when marketing can become ad hoc.)
The mistake
If you just fire out ‘product advertising’ with the hope of more leads, it’s unlikely to get much return on your investment.
The opportunity
We must consider what emotional drivers your clients and ideal clients actually respond to. We need to be thoughtful and deliberate in our actions. We can churn out some ads, but if your collateral doesn’t reflect the same message, if your brand is inconsistent, if you have no control over how it all fits together, then it won’t get a good response. Or attract the right clients.
Working with us
Working with Moorish Idol (even if your only objective is to grow leads), we will lift the bonnet of your business and your brand, and interrogate your goals. We take a longer-term view to help you build a scalable and successful marketing approach for now and the future.
(Click here to read more on our approach.)
