Financial Advisers

Helping Financial Advisers grow and prosper.

We work with Financial Advisers & Wealth Managers to grow their practice through great marketing.

Running and growing your Financial Adviser business is a demanding role, we are here to provide you with the support you need to market your business. We can act simply as a trusted partner to deliver projects and items you need or for greater impact we can act and function as your entire marketing support department, allowing you to concentrate on your clients and business.

We can help you;

  • Build and improve your own brand, designed completely around your business and your story
  • Inform, engage and market to your current client base, promoting loyalty and referrals
  • Attract new clients with inbound content campaigns, delivering effective lead generation
  • Build your brand with a range of great marketing materials, all designed exactly how you want them
  • Implement innovative marketing techniques such as live video, webinars, ai chatbot and mobile apps
  • Maximise your marketing budget and focus on exactly what you require at your stage to get to the next level

Our core focus for Independent Financial Advisers is to effectively communicate your marketing messages, attract new clients and increase engagement with your existing client base. We believe that great design and marketing can make a real difference to your business and that all communication should be beautifully presented. Our ultimate aim is to build you a brand that is unique to you and your practice.

We deliver complete projects across the entire marketing mix; from feature packed compliant websites through to meticulously designed client newsletters. With many years experience in the sector we know the challenges that IFA’s face and we work hard to develop a deep understanding of the business specifics and have consistently proved to be a valuable and reliable partner.

View a case study below or contact us today to talk about how we can help you.

Case Study

McGarvey Jones Financial Planning
St. James’s Place Partner practice, Manchester.

The Brief;

“I want our practice to appeal to a multi-generational audience, whilst respecting the heritage and traditional values associated with a St. James’s Place Partner Practice. I want a high quality website and client marketing tools.”

McGarvey Jones enlisted our help to develop their brand, marketing and comms to reposition the business to meet the challenge of multi-generational planning and to appeal to a more diverse audience range.

Solution;

We developed a ‘people centric’ brand style to match the McGarvey Jones client-focussed approach and bring a human touch to their comms.

We developed a comprehensive website platform, moving away from the standard template driven partner practice websites. Working closely alongside marketing & compliance managers at the St. James’s Place HQ to ensure the site delivered on compliance as well as performance.

To support the site a full content plan has been initiated including eBook, infographic and animation, video bulletins and social strategy.

We Delivered;

  • Cleaner and more consistent brand identity and guides
  • Secure, compliant and fully content managed bespoke website
  • Onsite video production and promotion of brand asset portfolio
  • Digital client newsletter and practice updates
  • Library of documents, graphics and other marketing materials
  • Pipeline of marketing, comms and digital tools for 2019

BRAND DEVELOPMENT

Working with the team at McGarvey Jones to develop a strong brand portfolio to showcase their client centric approach.

DESIGN FOR PRINT

Produce a range of high quality brochures, direct mail and leaflets to support face to face client meetings.

VIDEO & PHOTOGRAPHY

A series of video bulletins on key financial topics and supporting business photography for team member and events.

WEB DESIGN

A bespoke website designed & produced to present the wide range of services, with a content plan to keep clients educated, entertained and informed.

CONTENT MARKETING

Articles programs aimed at informing and entertaining the client base with regular topical blogs and posts across the marketing network.

DIGITAL TOOLS & APPS

Presentation tools designed to explain the options available to clients in a visually appealing way, with infographics and tools built in to assist the demonstration.

EMAIL MARKETING

A quarterly client newsletter created to keep the audience well informed of vital market news, practice information and updates.

DIGITAL eBOOKS

A suite of eBooks produced to explain key services, approaches and legislative news. Created to offer a simple, clear and concise level of information for clients.

INFOGRAPHICS & ILLUSTRATION

Producing bespoke illustration and data visualisation to accompany campaigns and marketing materials.

“I’ve immensely enjoyed working the team at A Story Called. They grasped instantly my intention of building a brand that was a cut above the standard financial businesses and to create high quality marketing materials that my team of advisers are proud to use. The website has been a great success and we look forward to building on it with some exciting plans in the pipeline. I strongly advise engaging with A Story Called if you are considering developing your marketing.”

Richard McGarvey
Managing Director
McGarvey Jones Financial Planning

Get in touch

If you would like to and find out how we can help your practice grow and prosper, simply complete this form and our clients services team will be in touch.

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