Insights
This is where we share what we’ve learned working with advisers, planners, wealth managers — all you money-folk. We’ll also weigh in on the financial press and, now and then, let you know what we’ve been up to.
The science behind your brand, part 1: Evolution and adaptation
Mediocre, boring, safe, and forgettable. Would anyone describe your brand in these terms? If so that’s not fine, it’s a critical problem for financial advisers.
Get your brand right for 2023
When the going gets tough… The tough get going. You know the song. It’s stuck in your head now isn’t it? You’re welcome.
Seventy questions to bridge the advice gap
It’s always exciting to launch a new website for a client. Yes, it’s all in a day’s work for PLOTT – but we do like to bask a little in the glow of a job well done.
Part 3 – Don’t leave me this way. Why you’re failing to engage your audience.
Where do social media and directory websites leave the traditional business website? Has it become an unnecessary expense?
Brand focus: Introducing the Becketts Financial Planning website
Multi award-winning firm Becketts needed to revolutionise their brand. Watch Dom from Becketts speak about his experience of branding and website development with PLOTT.
Part 2 – Easy wins to boost your website’s visibility
The “great wealth transfer” promises to be the biggest movement of wealth in history. You know this, but is your technology ready?
Part 1 – Best Before End. Or, why your website has a shelf-life.
Websites become old, they teeter on the precipice of obsolescence, watching the World go by; wondering when it started moving so fast. Has yours passed its expiry?
Small Business of the Year Nominees!
Well we’re all over the Moon to find ourselves in the final three businesses nominated for the 2022 Chamber of Commerce Small Business of the Year award.
AdviserTech LIVE – Practical tips for building your brand online
After the success of the last AdviserTech LIVE Webinar – I was asked again to record another webinar. This time the focus was on ‘Standing out in a crowd’.
Why going small means big wins for clients
We like being a small and close-knit team. Being the size we are hasn’t stopped us working for big clients. In fact, it’s one of the main reasons they work with us.