Surely there is only one type of loyalty?

According to Keller and his Customer-Based Brand Equity model, loyalty can be achieved in a number of ways. Here we look at some of these types of loyalty and how they apply to Financial Advisers. Behavioural loyalty This is where clients repeatedly buy from you. Perhaps you have found that clients test the water by securing… Continue Reading

The Value in Doing Nothing

Here at Wealth Design Marketing, we’ve been thinking about doing nothing. And by that, we don’t mean thinking about lying on the beach all day doing nothing …although that would be great, what we have actually been thinking about is the value that can be gained from not making changes to a new client’s existing financial… Continue Reading

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