+613 9016 9618 rachel@srscc.com.au
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Ways to Improve Your Value & Ask Great Questions – Marketing for Financial Advisers

Ways to Improve Your Value & Ask Great Questions – Marketing for Financial Advisers

By rachel@srscc.com.au, On September 24, 2019

As we all embrace and further deepen a client-centric model, there are many ...

How to Influence Your Ideal Clients – Marketing for Financial Advisers

How to Influence Your Ideal Clients – Marketing for Financial Advisers

By rachel@srscc.com.au, On September 16, 2019

Wouldn’t it be ideal if you could get a database of all ...

True story – he said you were a crook – Marketing for Financial Advisers

True story – he said you were a crook – Marketing for Financial Advisers

By rachel@srscc.com.au, On September 11, 2019

Someone recently asked me what I do. I explained that I work with ...

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Online Workshops

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In-house Workshops

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Professional Speaking

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Client Satisfaction Surveys

Monthly Retainer – your virtual marketing team

Monthly Retainer – your virtual marketing team

Marketing Plans

Marketing Plans
Rachel was responsible for client surveys, social media posts, event coordination, coaching of advisers in relation to referrals, development of marketing collateral, delivering on marketing activity as per the marketing plan as well as compiling a monthly report on progress and activity delivered over the month. We also had a monthly catch up with Rachel where she was always well prepared and armed with new and pro-active marketing ideas.
Claudia Parsons / Collins SBA
Rachel is the ultimate marketing professional who really understands the financial services profession! Using warmth, humour and understanding, Rachel has brought a rigour and discipline to our marketing strategy that was previously non-existent and the results are tangible. Not only has Rachel's strategic marketing advice enabled us to communicate effectively with our clients and prospective clients, it has also ensured the entire team is on board.
Anne Graham / CEO Story Wealth Management

Contact Rachel

T +613 9016 9618
M 0458 491 664
Skype rachel.staggs
E rachel@srscc.com.au

Send me a message...

LATEST NEWS

Ways to Improve Your Value & Ask Great Questions – Marketing for Financial Advisers

Ways to Improve Your Value & Ask Great Questions – Marketing for Financial Advisers

September 24, 2019
How to Influence Your Ideal Clients – Marketing for Financial Advisers

How to Influence Your Ideal Clients – Marketing for Financial Advisers

September 16, 2019

TESTIMONIAL

Rachel has a very personable manner about her which is very refreshing. I have found Rachel to be very approachable and she has integrated her expertise into our business, it is just like having a specialist marketing manager in house. I would highly recommend Rachel within the Financial Services industry as she understands what it takes to succeed in this very niche industry.
Cameron Forbes / Forbes Financial Planning
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