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10 advice firms investing in financial education

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Online content boosts marginalised voices in financial planning

Online content boosts marginalised voices in financial planning
By
Tom Higgins
29
th April 2021
7:49 am
Online content is a significant driver of clients to firms but more needs to be done to reach under-serviced groups.
The point was made on the Lang Cat’s HomeGames webcast by Pete Matthew who is the creator of online financial resource hub MeaningfulMoney.
Matthew said online content has been a significant driver of clients to the firm he is managing director of: Jacksons Wealth Management.
But more needs to be done to reach under-serviced groups and demonstrate the value of advice.
Situated in Penzance, Jacksons Wealth Management gained a reputation as a strong local brand and with online exposure it has been able to attract business from across the country. ....

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