Now is the time to tap into your existing client base

Now is the time to tap into your existing client base

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...
Is social media part of your plan? It should be….

Is social media part of your plan? It should be….

Social media is growing, and it’s here to stay (in some form or other). In Jan 2017 there were an estimated 39 million users in the UK on at least one social media channel, and this is forecasted to increase to 42 million. Whether you like social media or not, it can...