Many professional advisory firms see email marketing as a promotional tool used by retailers, bombarding inboxes with 50% off vouchers. Email marketing should be part of every firm’s proposition. Where advisers are using email marketing they’ll usually be using it solely to send out an electronic newsletter, a step in the right direction but it [...]
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Over the last week or so I’ve delivered presentations to the Institute of Fnancial Planning in London and Essex. A great audience, experts at the top of their game. Having reflected on the session and chatted with a few people after the event, I was surprised by the reaction when I started talking about [...]
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It’s troubling times out there. The markets are in turmoil and there’s trouble on the streets (quite literally). Your clients are likely to be worried about the state of the markets and its impact on their financial well-being. Of course you can tell them that you invest for the long-term and that short-term volatility is part [...]
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