Top 12 tips for Financial Planning and social media
- Thursday, 29 December 2016
- Articles
Many Financial Planners use social media in one form or another as part of their businesses and daily lives.
Read more...Julie Lord: How we came to aid of client after sudden job loss
- Tuesday, 20 December 2016
- Articles
Ex-IFP President Julie Lord has described how she and fellow Financial Planner Gretchen Betts helped a client who was plunged into uncertainty in middle age after being unexpectedly made redundant.
Read more...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.
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