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Marketing in financial advice is an area – like IT infrastructure and HR management – that is fundamental to practice management but not a core skill for advisers. For small practices, especially, a lack of marketing savvy can weaken the chance of growth. Underpinning this issue is the broad thematic of advice value, and the need for advisers to help their market understand what it is they do so well.

Finfluencers are increasing the need for advisers to find their voice and to establish themselves as leaders in a highly competitive industry. How can advisers leverage social media, video marketing

Email is one of the most unsecure methods of communication so why do advisers still rely on it for sensitive client information? Two industry experts have argued practices should be moving to client portals which have the extra benefit of offering a better client experience.

There must be a strategy behind an adviser’s social media use, an expert has said. Rather than sporadically posting, social media needs to be approached through a marketing lens. Speaking at the

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