Financial Planning and Facebook: How to gain new clients
- Friday, 16 December 2016
- Articles
An American social media expert says financial advisers should capitalise on the growing trend towards live video to generate new client leads.
Read more...Planning boss was asked to help finance ‘adult toys’ firm
- Thursday, 08 December 2016
- Articles
The boss of a Bristol-based wealth firm has revealed the strangest client request he has ever dealt with – being asked to help finance an ‘adult toys’ business.
Read more...How social media can help you find new clients in latest magazine
- Wednesday, 07 December 2016
- Articles
A double page feature on social media for Financial Planners, packed with practical tips from experts, is now available to all website users through the third issue of Financial Planning Today.
Read more...Facebook rises in popularity among advisers
- Friday, 02 September 2016
- Articles
Facebook has become increasingly popular with financial advisers over the last year, a report suggests.
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