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Insights and observations: our blog

Content that engages your audience - 10 lessons from writing for the theatre

Posted on 21 August 2016.

Rarely do the needs, wants, response and reaction of the end audience get effectively baked into content programmes.

Dropping the catch: first impressions and your brand

Posted on 1 August 2016.

Why are professional services firms and wealth managers often so terrible at catching the first impressions ball?

Women not millennials are the next wealth management marketing challenge

Posted on 3 July 2016.

Private client advisers will increasingly need to recognise women as wealth creators and decision makers, not just spouses and inheritors.

Six ways to support FrictionFreeReferrals™ for professional services firms and wealth managers

Posted on 6 June 2016.

For professional services firms referrals are the mainstay of new business generation but most firms do not measure or manage around this dynamic effectively

Don’t make good ideas the casualty of a digital marketing metrics war

Posted on 3 April 2016.

Don't miss the idea in the race to optimise the tactical execution in digital marketing

MIFID II and client engagement: 6 ideas to consider

Posted on 18 March 2016.

Applying client experience thinking and techniques to yield useful insights will smooth MIFID implementation and reduce risks, while increasing commercial value.

A long and winding road: How the client referral journey has changed

Posted on 24 January 2016.

Professional firms rightly see the importance of personal referrals business but fail to see how the referral journey has changed

Make 2016 the year of client listening

Posted on 18 January 2016.

Eight reasons why a greater investment in insight and client experience will more than pay for itself.

Clients take centre stage in the digital debate

Posted on 30 November 2015.

With clients' wants and needs driving the agenda how do you take a client-centric view of digital investment priorities?

Seeing the bright side of a key account loss

Posted on 3 September 2015.

How professional firms can better manage the departure of a key account

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Recent insights

Content that engages your audience - 10 lessons from writing for the theatre

Rarely do the needs, wants, response and reaction of the end audience get effectively baked into content programmes.

Dropping the catch: first impressions and your brand

Why are professional services firms and wealth managers often so terrible at catching the first impressions ball?

Women not millennials are the next wealth management marketing challenge

Private client advisers will increasingly need to recognise women as wealth creators and decision makers, not just spouses and inheritors.

Six ways to support FrictionFreeReferrals™ for professional services firms and wealth managers

For professional services firms referrals are the mainstay of new business generation but most firms do not measure or manage around this dynamic effectively

Don’t make good ideas the casualty of a digital marketing metrics war

Don't miss the idea in the race to optimise the tactical execution in digital marketing