Marketing isn’t the colouring in department.

In conversation with Emma Hardiman

In this episode, James is joined by Emma Hardiman to explore the role marketing should really play inside a financial planning business, and why it’s often misunderstood.

Too often, marketing is treated as a support function, brought in at the end to “make things look good” rather than influence how a firm grows. In this conversation, Emma shares why marketing should sit at the centre of client understanding, trust and strategic decision-making.

In this episode, they discuss:

• Why marketing is often treated as a “colouring in” function
• The gap between brand, strategy and real growth
• How trust is built before any client interaction
• Why clients buy belief, not just advice
• The role marketing should play in shaping a business
• Moving from reactive activity to strategic influence

This episode challenges how financial planning firms think about marketing, and what needs to change for it to truly drive growth.

If you’re a financial planner, business owner or marketer within an advice firm, this episode is for you.

Hosted on Acast. See acast.com/privacy for more information.