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 that 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 face-to-face coaching sessions. 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 £595 + VAT per annum. There are no set-up fees but you will need to pass our application process as it's not for everybody.

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