At SRS Coaching and Consulting (SRSCC), we understand how busy financial advisers are juggling clients, compliance, staff and the everyday tasks that a Financial Adviser has to do which doesn’t leave much time and resources to focus on marketing. That is where we, SRSCC, can help.
We specialise in marketing for financial advisers and offer a range of services, including the development of tailored marketing plans, management of your digital marketing [your social media and email marketing] online workshops, in-house seminars, professional speaking, client satisfaction surveys, and a monthly retainer service [the implementation!]. After more than ten years spent in financial adviser marketing at SRSCC, we know what works and are dedicated to achieving the highest return on investment for your marketing spend.
SRSCC specialises in offering in-house workshops developed specifically for new or more experienced financial advisers. The workshops have a full range of marketing modules and are based on proven methodologies for attracting and retaining the right clients. Depending on the needs of your business or Financial Advisers, you can select which modules you would like covered. You may want to start with one or two modules or prefer to cover all of the modules over a period; it’s up to you. If you’d like to find out more about our in-house workshops focused on financial planner marketing, email firstname.lastname@example.org.