PR and events
We'd all agree people buy products and services from businesses they trust. For retirees, the advice you give will impact their income and lifestyle for the rest of their lives. So the ability to communicate your expertise - even before they've made an appointment - can be an important factor in generating leads. Working with the local press, hosting client events and participating in local business community clubs are ways to build your profile as an expert in the retirement market.
Win press coverage through great PR
The local press is trusted more than any other source of information and, if handled carefully, can help you gain coverage for yourself by publicising and commenting on financial issues facing retirees. The best way to engage the media is by sending them a really good news release.
To prepare for dealing with the press download our PR guide.
Plan the perfect client event
Holding a seminar gives you a great opportunity to talk directly to people who are approaching, or already in retirement. It’s the perfect environment to showcase your expertise and explain to your audience the issues to consider when considering annuitisation or the features and benefits of releasing capital from their home.
Useful links
Free marketing guides and sample material
Annuity marketing
Equity release marketing