Seedling Bundle

If you’re a financial adviser or planner starting a new business, our Seedling Bundle is for you

Start Ups

As a new business owner your focus will be on gaining authorisation and building on your proposal. Although a strong marketing foundation built to attract new enquiries – also needs full attention.

That’s what our Seedling Bundle delivers.

Our experienced team works with new financial businesses of all sizes, from those with just one IFA to much larger firms. We have clients in the UK, US, Asia, Europe and UAE. So whatever your size or wherever you are based, we’ll ensure you get off to a great start.

Depending on the services which you want to include in your Seedling Bundle – we charge one upfront set up cost and then an optional monthly management fee for our continued expertise in certain areas.

Scroll down to see what our Seedling Bundle includes – ensuring your business has a great marketing foundation right from the very start:

Developing a brand identity that truly reflects your new business can be tough. We’ll get to know you and your business then create you several starting points. We then work with you to evolve your favourites into a financial brand that you’re proud to show off to the world.

Your website is your shop window. It’ll be seen by existing and prospective clients alike. It needs to reflect your business, create an engaging experience and ensure prospects take key calls to action. We’ll build a bespoke website that you can be proud of, which will be built with conversion intent at the core.

When someone searches online for your business, you need to dominate the first page of the search results. Setting up your Google My Business page is a vital part of doing this – but too many businesses miss out on the benefits by failing to claim their listing or understanding how to use it. We’ll claim the profile for you, complete it, then show you how to request Google Reviews – so it becomes a genuine asset to your marketing.

Getting your website to the top of search engines can seem difficult. But to stand a chance, you need to get the fundamentals right. We’ll ensure you have the foundations in place to build on your SEO and climb the search engine ranks.

Google and Bing AdWords and social media advertising can be a very effective way of ensuring your firm is found – especially in the beginning when you need those all important leads. We offer a complete package, incorporating keyword research, audience research, developing effective landing pages and then building the adverts. Naturally, we’ll also monitor the adverts and report back to you.

If used correctly, social media can be a great way of engaging with existing clients and new prospects. We’ll help you choose the right social media channels and show you how to use language that resonates with your target audience, so the right people hear the right message at the right time.

We’re in a digital world, but most advisers and planners still need some basic stationery. It must look great and do justice to your new brand. We’ll design your business cards, letterhead, email footers plus any other assets you might require, so they deliver great first impressions.

These are often overlooked, but it is essential that they reflect your branding and key messages.

They don’t need to be dull or exist simply to satisfy compliance. The best examples do their regulatory job and help to sell your services. We will work with the text you provide to ensure they both impress potential clients and support your advice process. Look the part at every step of your client journey.

Understanding the needs and views of your existing clients is crucial to the development of your business.

Our client fact finds and risk profile questionnaires are fully editable by your clients and allow true collaboration – including features such as signature capabilities – we have it all covered.