In order to generate custom, you need to make people aware of your existence, and there are many ways to do this. Here are some 7 very simple tactics that can be deployed:
Write for trade publications
Get yourself known as an expert in your field by writing articles for publication.
Target media
Get your press release in trade and local press. Target publications and websites,
give them a story so they talk about you.
Do TV and radio interviews.
Networking
Get to know people and share your business by networking at business events.
Paid media
Direct marketing campaigns aimed at a targeted audience. Whether postal or on social
and digital platforms. Paid media can be iterated on and target specific audiences
for a small amount of money. Bear in mind that your adverts must abide by FCA rules of being ‘clear, fair and not misleading’, and would be deemed as a ‘financial promotion’ which will need to be run past our HLP Compliance team first.
Social media
Build a social following with engaging content and conversations with potential customers.
Influencer marketing Work with influencers with a large social following to spread your brand, your message
and be an advocate of your mortgage & insurance advice.
YouTube is an underutilised channel for Mortgage & Protection Advisers. Partner with relevant YouTube content creators. You can use Google’s Find my Audience Tool to highlight the most relevant influencers on YouTube.
Promotions
Reward existing clients when they refer another to you.
Stunts
Create some noise that attracts the attention of the press. Prove how you’re different.
Summary
The 7 suggestions above can form a great basis to get you going. It’s also worth bearing in mind the outcome you are seeking, and thinking about which of the suggestions is likely to be the most suitable method for your own target audience and especially considering the likely return vs the cost of the exercise.
Where applicable, run your ideas past our HLP Compliance team for feedback before committing any funds or resource to something – far better now to get the feedback than once you’ve already completed something and you are unable to use it for any reason.

