by Richard Mawer | May 31, 2020 | Marketing
As an Estate Planner, Financial Adviser or Broker, your existing client base is vitally important at the moment. Your clients are more valuable to you than you may think…. Why are your current clients so valuable? Sometimes, it’s so easy to get caught up in the...
by Richard Mawer | May 17, 2020 | Business Growth
The first stage of lifting lockdown has stipulated that if you cannot work from home then you can go to work. Many advisers, brokers and Will Writers will be lucky that they can work from home, but there are likely to be scenarios when you do need to visit a client in...
