by admin | Jan 28, 2025 | Blog
By Paul Myall Intergenerational planning is not only about the financial and logistical aspects of wealth transfer but also about building a deep, trusted relationship between the advisor and the entire family. Here’s why focusing on the advisor-family relationship is...
by admin | Dec 16, 2024 | Blog
As the year is coming to an end, I find myself reflecting on everything 2024 has brought my way. It’s been a year filled with growth, milestones, and challenges—both personal and professional. From expanding my family to furthering my career as a practice manager,...
by Lucy Myall | Aug 15, 2024 | Blog
Back in April, as part of our monthly webinar series, we spoke with Rory Sutherland, Vice Chairman at Ogilvy UK. He shared his marketing expertise, offering valuable insights into consumer behaviour, specifically aimed at financial advisers and planners. Here are...
by admin | May 24, 2024 | Blog
LinkedIn is the world’s largest professional social networking platform, so there’s plenty of opportunities to impress your target audience. However, with more than 17,000 UK-based financial advisers/planners on LinkedIn as of May 2024, there’s also plenty of...
by Lucy Myall | Apr 16, 2024 | Blog
We will be exploring about business managers. Discover why they are important, who they are, and how they help businesses succeed. Get to know the driving force behind success and explore their strategies. Who is a Business Manager? Meet the backbone of successful...
by Lucy Myall | Feb 26, 2024 | Blog
When you start marketing your financial services business, you have two options: Dive straight into tactics Develop a detailed strategy/plan. One of these options is: More cost-effective Quicker Useful in focusing your efforts and avoid “shiny” new things Beneficial...
