Terry Rand

Posts by Terry Rand

  • Why consumer mindset matters in financial services marketing

    Why consumer mindset matters in financial services marketing

    March 16, 2021

    If we learnt anything in 2020, it’s that we all need to get comfortable with blurring boundaries between the office and home. Now, the latest research from LinkedIn suggests this trend is also impacting how we think about our finances. Despite its challenges, the pandemic has given many of us a chance to take stock of our financial health. Less day-to-day...

  • Getting to know the investors of tomorrow

    Getting to know the investors of tomorrow

    February 10, 2021

    Many financial advisers (FAs) and financial services firms have built thriving businesses off the back of the baby boomer generation, those aged between roughly 56 and 74, who are currently the wealthiest group in Europe. But as the boomers age, this wealth is rapidly flowing down to younger generations, with predictions that trillions will transfer to...

  • Using digital channels to drive action amongst financial advisers

    Using digital channels to drive action amongst financial advisers

    January 19, 2021

    The economic volatility of 2020 brought both risks and opportunities to the financial services sector. While unpredictable markets sparked nervousness amongst investors, the widespread uncertainty means that they need trusted advice and information more than ever to safeguard their investments. This gives financial services marketers the ideal opportunity to...

  • New Research: Adapt and thrive in the Financial Services industry

    New Research: Adapt and thrive in the Financial Services...

    November 30, 2020

    How well do your sales and marketing teams work together? Results from a recent study by Forrester Consulting, commissioned by...

  • Engaging with advisers in a new digital world

    Engaging with advisers in a new digital world

    November 20, 2020

    The relationship between financial advisers (FAs) and their clients have long been based on face-to-face meetings, long-term...

  • Financial Services shows the opportunity to change the role of brands

    Financial Services shows the opportunity to change the role...

    May 13, 2020

    There are plenty of marketing cynics who will tell you that brands don’t have as big a role in people’s lives as marketers would like...