Support your audience's growth

High-quality content dedicated to advisers is a tangible way in which you can help the intermediary market develop their skills. 

It helps you build credibility and trust among your clients, while positioning your brand as a reliable source of accredited content to suit advisers' needs. 

Why you need it

Help improve the investment ecosystem

Educational content play an important role in helping advisers complete crucial continuous professional development hours. This ensures their skills are enhanced for the benefit of end investors. 

Build credibility

By establishing yourself as a reliable source of high-quality adviser content, you build credibility for insightful content among your audience. 

Enable adviser growth

Structured adviser content allows you to help advisers grow their business and interpersonal skills through relevant content that speaks to their needs. 

Our approach

01

Discovery

We take time to understand what your objectives with the educational content strategy is, as well as the measures for success. 

02

Review and research

A review of your existing educational material and intermediary messaging helps us form a view of your approach to the market, as well as guidance on your tone of voice. 

We also research your competitors to see how your content compares. 

03

Gap analysis

Having reviewed any existing material you may want to repurpose, and matching these against your objectives, we can share our views of where there are gaps in your content strategy. 

04

Content plan

We are now in a position to develop a comprehensive and practical educational content strategy based on your needs and resources. 

We also advise more generally on themes and angles to pursue, cadence of material and recommendations on appropriate content formats (e.g. written blogs, video or infographics) for the relevant subject matter. 

05

Delivery and review

Through a combination of creating new content and leveraging insights from existing materials, we deliver a range of educational content in structured CPD blocks.  

Each piece of content includes learning outcomes and questions for advisers to complete for their learning hours. 

This is an iterative process, where we work alongside your team to revise and review the content for final sign-off. 

06

Monitor and measure

Once you have implemented the strategy, we continue to monitor the performance of the content against your objectives. Through measurement, we can assess what is working and how to optimise your content for greater efficiency. 

How can we help you engage your clients?

Other engage services

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01

Product-led campaigns

Raise the profile of your products and build awareness through targeted, measurable campaigns.

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02

Website design and build

We offer an end-to-end website service that ensures users find what they need quickly and easily while also highlighting what's unique about your firm.

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03

Lead generation and nurture strategy

Demonstrate how your marketing spend matters by passing high-quality leads to your sales team.

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04

Sales material design

We can help with presenting your opportunities in a consistent, concise and compelling way in your sales material.

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05

Adviser education content

High-quality content dedicated to advisers is a tangible way to help the intermediary market develop their skills.

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06

Market entry campaigns

Targeted campaigns developed by industry experts can help raise awareness of your brand in a new market.

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07

Social media strategy

We help you formulate a strategy to reach the right audiences, with the right messages at the right moment to drive awareness and generate leads for your sales teams.

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08

Video and animation production

We can help you create live action or animated videos that your audience actually wants to watch.

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09

ESG campaigns

We help you plan and execute a targeted ESG campaign that ensures your clients know your approach to sustainability.

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Sales and marketing material

We help you articulate your positioning for asset classes, capabilities and products, to translate into engaging sales material.

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Content strategy and planning

We ensure your content enables you to reach new prospects, nurture warm leads and build loyalty among existing clients.

Clients we've worked with

Nedbank Private Wealth
Square Mile Research
Majedie Asset Management
Columbia Threadneedle
Amundi Pioneer Asset Management
Janus Henderson Investors
MFS Investments
T.Rowe Price
Santander Asset Management
BNP Paribas
Artemis
Aberdeen Standard
Columbia Threadneedle Investments
GAM Investments
Legal & General Investment Management
First Sentier Investors
BNY Mellon
EdenTree Investment Management