Bamford: Why are so many Planners reluctant to go niche? 

 

 

I've had many conversations with Financial Planners and explained the importance of niche marketing, along with all of the benefits of picking a particular type of client to work with.

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Bamford: The forces that will transform Financial Planning

I love this time of year. It’s a time for reflection and opportunity. It’s a time for resolutions and goal setting, with January viewed by many as a clean slate.

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Bamford: Planners must brace for rapid tech changes

As we near the end of the second decade of the 21st century, it’s fair to say the technological advances so far this century have been astonishing.

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Bamford: Injecting new life into our Financial Planning firm

Back in 2014, we overhauled our strategy at Informed Choice. With our 20th anniversary taking place, it was the natural time to inject some new life, energy and direction into the business.

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