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Marketing campaigns guide

Grow your business with a suite of marketing materials, every month

What you’ll achieve

This how-to guide will show you how to make the most of your ready-made monthly marketing campaigns. They’re created especially for you by marketing experts.

By the end of this guide, you’ll be able to run your own marketing campaigns to:

  • Generate leads
  • Convert leads into new clients
  • Build relationships with clients, their friends, families and colleagues

We know that your time is at a premium. So now you can market yourself quickly and easily with ready-made, pre-approved promotions that are FCA compliant.

Using the ready-made monthly marketing campaigns

Watch our short video

The most successful advisers are the ones who consistently market themselves. By making people aware of who you are and what you can help them achieve, you can win new clients and grow your business.

That’s why we’re making it as easy as possible for you - with a strategic calendar of marketing activity, designed exclusively for you to use throughout the year. So you can focus on doing what you do best.

Your marketing campaign tools

  • A ready-made, pre-approved suite of materials
  • Created by marketing experts to get real results
  • Get a new set every month to keep things fresh
  • Each month is themed around a relevant topic

What’s included:

  • Four static and one animated social media post
    Share these on your Facebook, Instagram and LinkedIn profiles to build an online following and drive traffic to your adviser profile.
  • Email templates
    Contact people in your network, including current and prospective clients. 
  • Letter templates
    The same as the email templates, but for people who prefer to get things in the post.
  • Ready-to-go intro and landing page content that’s automatically added to your quilter.com adviser profile
    When clients land on your page, they’ll see a short intro and a longer article related to that month’s marketing theme, encouraging them to get in touch.

How it works - step by step:

  1. Visit the Marketing Toolkit to find each month’s ready-made monthly marketing campaign
    You don’t need to write any marketing yourself, do any design work, or send anything to the financial promotions team for approval - this has all been done for you.
  2. Discover each month’s theme
    Some months will be focused on particular aspects of advice, such as pensions and protection. Others are more seasonal or about financial planning generally. 
  3. Get tips on making the most of the campaign
    Each campaign will come with information and tips to help set you up for success.
  4. Discover what works for you
    Use the materials and themes that serve your business, objectives and clients best.

Tip: Don’t forget to create or update your adviser profile on quilter.com. This is where your marketing materials will point to.

Launch the latest campaign

This January, use the campaign materials to give your clients a new perspective on financial planning.

Launch your financial planning campaign

Upcoming campaigns