Financial Promotions – what needs sign of by compliance. I have had a long and hard think about this over the past week or so, mainly due to a good number of IFA’s being concerned about “ business prevention department” stopping you from making more money by providing value and service to your potential clients. [...]
Read More...Business Marketing Expert
IFA Marketing Expert."I couldn’t believe my luck! Here I was talking to someone who knew what he was talking about, could cut through the ‘white noise’ and also spoke my language and he understood exactly what I wanted." Colin Palmer - Colin Palmer Financial Services
From one of my Financial Adviser clients.- Read More (pdf)
Business Start Up Advice
"Thank you for the good marketing advice given to Simply Free Solar which I believe saved us money and at the same time increased our chances of success"
P Dunsby - Entrepreneur and former Head of European Acquisition Finance at Bank of Ireland
Financial Adviser Marketing – Our Book On The Subject
The Kindle version is now available, Independent Financial Advisers need to make the most of the 'new media' here's how.
