Quay Software and The Outsourced Marketing Department (TOMD) are teaming up to deliver "do it yourself" marketing courses explaining how to create a corporate marketing plan and generate new business on the back of it.
Targeted at small-to medium-sized adviser firms, the one-day seminars, entitled "Effective and practical marketing for financial intermediaries", will be held on 19th July and 18th August and bring together the two Hertfordshire-based companies to arm delegates with the practical skills needed to achieve their marketing goals, says Mike Johnstone, managing director at OMD.
“Many smaller IFA companies have neither the cash flow to enable them to buy in professional marketing support nor the skills and knowledge to fulfill the marketing function in-house,” says Johnstone.
“Ideally, every company would employ professional marketers to help them grow but, if this is not possible, then good DIY marketing is better than none at all. That is the premise for this course which has been designed very much with smaller IFAs in mind,” he adds.
More specifically, TOMD will set out how companies use their existing resources to promote the firm (see programme below), while Quay Software will in the afternoon then set out how its tools can facilitate database marketing and customer retention.
Workshops will be held in Quay Software’s own training suite in Bishop’s Stortford, Hertfordshire, for a maximum of 8 people per course.
The purpose of a marketing plan for intermediaries, including:
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch
To drive progress