It’s now 6 months since I left corporate life to join the ranks of the SME owners, helping financial advisers and insurance brokers across the country to develop revenue generating marketing and business development strategies. One area of the market that has very pleasantly surprised me in the market has been the proliferation of all kinds of partnerships that advisers [...]
I know that quite a number of financial advisers like to communicate with existing clients through newsletters which can be effective if the required level of commitment is put into them. I’m going to start by pinning my colours to the mast….. I’m not a huge fan of them as too often they fall by the wayside. However for those out [...]