How do financial advisers talk to the next generation of clients? For time-poor advisers, a good digital marketing strategy can do a lot of the heavy lifting for you. We’ve created a guide to digital marketing for financial advisers to help you on the journey.
Nearly 400 people attended BT’s three-part social media webinar series, during which BT conducted a survey on advisers’ social media usage, gaining valuable insights into advisers’ activities on, and perception of, social media.
When it comes to getting things done that are ‘not urgent, but important’, automation and repetition are your secret weapons. Having a simple, effective script can help take the effort out of asking for referrals and sets up your foundation for a referral program that consistently delivers new leads to your business.