Marketing isn’t the colouring in department.
In conversation with Emma Hardiman
In this episode, James is joined by Emma Hardiman to explore the role marketing should really play inside a financial planning business, and why it’s often misunderstood.
Too often, marketing is treated as a support function, brought in at the end to “make things look good” rather than influence how a firm grows. In this conversation, Emma shares why marketing should sit at the centre of client understanding, trust and strategic decision-making.
In this episode, they discuss:
This episode challenges how financial planning firms think about marketing, and what needs to change for it to truly drive growth.
If you’re a financial planner, business owner or marketer within an advice firm, this episode is for you.
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