by Richard Mawer | May 25, 2022 | Marketing
A key challenge within the financial services, will writing or Estate planning world is to generate a steady stream of clients and referrals. Many underestimate the power of a referral and what it can do for a business. Referrals are largely made by a client if they...
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...
