How to plan a marketing strategy

clock

This week's Investment Week Articulate page looks at the financial adviser business as a marketing organisation, and how best you can organise marketing for this kind of business. If there's a subject you'd like to see explored on this page, please email: [email protected]

Every business does marketing. It is not possible to run a business, successful or otherwise, without partaking of marketing in some form. It does not have to be expensive and it might even be free. You might use a different word for it but anything which is about selecting customers; deciding where and what to offer them at what price; and communicating with them before, during and after any business they might arrange with you is always about marketing. So many of the big strategic decisions you face are marketing decisions. Put like that the question of how best to organise for marketin...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Event Voice: Stepping out of cash into the Credit Sweet Spot

Event Voice: Stepping out of cash into the Credit Sweet Spot

Peter Marsland, Fixed Income Investment Specialist, from Aberdeen discusses the Short Dated Enhanced Income Fund at the June Fixed Income Market Focus.

Peter Marsland, Fixed Income Investment Specialist
clock 08 July 2025 • 4 min read
Investors undergo 'buyers' strike' in June sending order values to two year low

Investors undergo 'buyers' strike' in June sending order values to two year low

Middle East conflict did not deter investors

Eve Maddock-Jones
clock 08 July 2025 • 2 min read
The big questions around re-evaluating risk for the retail investment industry

The big questions around re-evaluating risk for the retail investment industry

Discussions at Global Investment Management Summit

Katrina Lloyd
clock 08 July 2025 • 8 min read
Trustpilot