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What exactly is New Leaf Marketing and why should you want to be part of it…

What is it?

A message from Yvette Hobbs - Head of New Leaf Marketing

Apply to join NEW LEAF MARKETING CLUB

As a member of New Leaf Marketing Club you’ll receive the richest combination of marketing tools for financial advisers available in the UK. Here are seven absolutely compelling reasons you should consider joining New Leaf marketing today;

☑️ A two-hour focused marketing session with Dai Rose – he’s built a business from scratch to £300k turnover in a couple of years. He will work with you to develop a plan so that you can achieve your targets for 2019/20 and beyond – worth £498 +VAT

☑️ Access to 10 monthly marketing Workshops. These sessions cover areas like Facebook marketing, Google Adwords, writing killer Vouchedfor and Unbiased profiles and how to make a mark with your website – worth £2490 per year.

☑️ Website design and build. Yes we will design and build a top-performing website that will bring you a constant flow of leads so that you can concentrate on seeing clients – worth £2995 + VAT

☑️ A half-day video and photo shoot in our state-of-the-art studio in Southend-on-Sea. Video sells so we are giving you the opportunity to leave your competition behind by getting in front of the camera and showing your clients what you can do for them – worth £695

☑️ Access to rich, done for you monthly content in the form of blogs, a monthly newsletter, high-quality client guides in all areas including mortgages, protection, estate planning, investments and pensions – worth £1295 per year

☑️ A full set of brand guidelines including business stationery, client agreements and presentation folders. Having consistent branding will set you apart from your competition and make your company look highly professional – worth £495

☑️ Explainer videos that help clients understand the services that you offer. These can be used on your website, Facebook, LinkedIn and Youtube to sell what you do. One adviser has made over £10,000 worth of sales from just ONE of these videos. Value £2,500 per year

Now that’s over £10,000 of value, PLUS you get the opportunity to meet other like-minded advisers and share ideas and strategies of what works and what doesn’t work when marketing a financial services business.

It all available from just £495 + VAT per annum. There are no set-up fees but you will need to pass our application process as it's not for everybody.

Apply to join NEW LEAF MARKETING

Dear Adviser,

I’ve been in this industry for 20 years and have worked with

many successful and not-so-successful advisers. What I know

for sure is that the advisers that are successful do a number

of things:

They adapt
They are hungry
They learn from others’ successes
They follow a path

In order to succeed in this industry you need;

A persona that clients know, like and trust
To be good at what you do and tell everybody about this
To get and keep a steady flow of customers
Have an effective customer referral system
To work with good quality introducers
To have a great website that captures leads when you aren’t around to answer the phone
To utilise social media properly and generate leads daily

So I created New Leaf Marketing to help financial advisers to achieve all of this by providing the tools and training that you need to succeed. In simple terms New Leaf Marketing will help you:

☑️ Get more customers

☑️ Understand how social media can transform your business

☑️ Stand out from the crowd

☑️ Build a great website that provides a steady flow of leads

So how does it work?

You complete an application process and I will assess it to check whether you are a good fit for New Leaf Marketing. It’s not for everyone as it does require some effort on your part. We only want to work with people that are suitable – we don’t want you to waste your money, or more importantly your time…

You decide which package fits your needs (more on that later)

We will book a two-hour, 121 session with you to discuss and develop your marketing plan. The plan looks at where you currently are with your business, what your goals are and how we may achieve this with effective marketing. This session is a deep-dive into your business and we usually find some real “nuggets” during this session.

After the 1-2-1 we make a start on your branding as this is the core of all future marketing activities. Once the branding has been signed off we get your client guides and business stationery designed and if you have bought the website package we make a start on this too.

We then encourage you to come along to one of the marketing club days in Southend as these sessions are massively useful.

Over the next 12-months we will work with you to hone your marketing skills and achieve the goals that you set in the 1-2-1.

Some of our members are already seeing the

benefits of the New Leaf Marketing package

and we are certain that you will see a return

on your investment. If you don’t, then we are

offering a no-quibble, money back guarantee!

Yes, that’s right. If you don’t at least make back

what you spend on the marketing package then

we will offer you a full refund*

So, what does it cost I hear you ask?

Well, I understand that you will have differing needs and so I have put together three packages as follows

Surprised by the prices? I am not looking to make money on this; just to cover my costs. This opportunity will genuinely change your business – it has already made a massive difference to some.

So if you are in, apply today and Yvette will give you a call to arrange an initial screening to see whether this is a suitable opportunity for you.

Keep pushing

M Hobbs

Mark Hobbs

PRINCIPLE

NLG