We realise the importance of marketing; not only for our brand, but for our financial advisers as well. Customers expect companies to be visible online and we want to make sure our brand, and our advisers are as easy to find as possible. We have a range of financial adviser marketing solutions; some of which are included in our generic marketing activities and some which fall into our added value resource packages. You can download our Marketing Brochure here
Truly IFA Website
Our client-facing website is full of engaging and interactive content about our products and services.
Potential clients can use our “Find an IFA” search tool. This allows them to enter their location and then select a Truly Adviser.
The website has a range of other features such as:
- Financial calculators
- A regularly updated news section
- Digital magazines
- Live chat
- And much more
Your Own Personalised Website
As an additional option individual IFAs can have their own personal website featuring:
- Leading IFA name web address
- Responsive navigation
- Truly branded magazines and regularly updated news section
- Your contact information and location
- Your own personal bio, including specialties and photograph
- Website menu with services, calculators and more
Added Value Resource
We want to offer our advisers even more and as part of our Added Value Resource we have several personalised marketing packages available to suit you. Our in-house marketing team can help take your business to the next level.
Business Marketing Package
£15pm
Website management ✓
Weekly blog posts ✓
eMagazines ✓
eFact sheets ✓
Website enquiries ✓
Google ads management ✖
Facebook ads management ✖
Email marketing ✖
Enterprise Marketing Package
£30pm
Website management ✓
Weekly blog posts ✓
eMagazines ✓
eFact sheets ✓
Website enquiries ✓
Google ads management ✓
Facebook ads management ✓
Email marketing ✓
Grow your business with Facebook.
We can set up and manage your Facebook ad campaigns. Facebook ads are great for targeting specific groups of users based on age, gender, interests, location, and much more.
Only available with Enterprise
Get discovered on Google.
We can set up and manage your Google AdWords account. Get the edge on your competition by appearing on page 1 of Google for specified keywords relevant to your business.
Only available with Enterprise
Stay engaged with your clients.
Using our automated CRM software we can send your clients emails on your behalf. Whether that be a simple happy birthday e-card or our TIPS magazine, we have you covered.
Only available with Enterprise
Your Own Personalised Video
We can create your very own video to:
- Promote you and the services you provide
- Promote your specialties and experience
- Include your contact information
- You can share this with clients