Advisers may not be struggling to gain clients, but there are still benefits to boosting online content according to two practice consultants. Aside from online education that avoids repetition, remote content can be used as internal marketing to help retain clients.
Last year, I celebrated 20 years in the wonderful profession that is financial advice. To say that there has been some changes from that time is an understatement. When I started, there was no CRM
Social media can help advisers attract more of their ideal clients. Using social media is not just about attracting new clients, it’s about attracting the right type of clients, Adele Martin, fo
ifa is pleased to have Midwinter Financial Services on board as a gold partner for the Adviser Innovation Summit this year. The mainstay summit on innovation is back, and will take place on 1 and 8 Ju
“Long” processes may be a reason as to why younger people are not as interested in accessing quality financial advice in Australia, an experience adviser has suggested. On a recent episode of th