The story so far
Until now websites have failed to enhance returns and Financial Advisers have been unable to achieve their marketing objectives and goals.
Today, Plannerweb leads the way in internet-based marketing for Financial Advisers. After working with Advisers and Accountants for more than a decade we understand that it is now possible to harness the effectiveness of website technologies.
Our Mission for the next 12-24 months is to help you overcome the weaknesses that have prevented your website from doing its job. Also, as part of PlannerWeb’s extensive client base you will draw on the success of other and keep you abreast of the competition.
There are four main weaknesses in the typical Advisor’s internet marketing strategy:
1. A Practice has to be more responsible for its own marketing.
2. A website can only truly help if you plan to use it. This means Marketing Planning is needed but our research and experience shows that this is usually done poorly. PlannerWeb is developing extra services to help here.
3. You need more than just a website to succeed. Gone are the days where a website was the only extra marketing tool you needed.
4. Your website is your most important marketing vehicle. It can be as flashy or boring as you like (based on design and content services). However, this vehicle will just sit in your garage unless you drive it. Marketing planning and the implementation of your marketing strategies is how you learn to drive your website.

Your website, when driven properly, has the ability to add value to your business but only if it is kept up-to-date. In a world dominated by internet-based marketing Advisors can not afford to lose opportunities, competitive advantage and clients at the hands of the poor marketing strategy.
A little more about your marketing vehicle:
- It can be as flashy or boring as you like.
- Your website is like a marketing car you've parked in your garage.
- We produce good quality high performing cars.
- Your car needs petrol, the petrol is your client’s e-mail address.
- You have to learn how to drive your car.
- The destinations you drive to are your business and private objectives.
- Your on-board navigation is your Marketing Planning.
If you don't drive your marketing vehicle, you can not achieve your marketing goals.
If you have any questions then please click on the 'Ask us a question' button to the left and ask.