Stay updated with breaking news from Firefly Wealth. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
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 – flexibility to crucial on top of all else.
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
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 “finfl
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.