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March 7, 2023
The profession has struggled to retain women in the industry, but the feedback from the advice practices who have held onto female planners is clear โ flexibility to crucial on top of all else.
June 14, 2022
There must be a strategy behind an adviserโs social media use, an expert has said. Rather than sporadically posting, social media needs to be approached through a marketing lens. Speaking at the
May 23, 2022
With social media at their fingertips, advisers could become finfluencers to establish themselves as thought leaders and build trust with clients. New technology has facilitated the rise of โfinfl
May 19, 2022
Leveraging innovative marketing techniques and technology will improve efficiency in advice practices by increasing scale which can help reduce burnout, according to a financial adviser.