Marketing

Future Gazing: A Platinum Perspective

As a general rule, human beings do not like change and tend to fear the unknown, however where fear and change are found, there is opportunity. By watching real-world trends and themes, Platinum Asset Management attempts to exploit areas where the market will over or under-react.

Read More »

Are you a social adviser?

Advising others is not a solitary job – it is social. It is about interacting, collaborating, asking questions, gaining feedback and generally always learning from others you wish to help. So if you aren’t someone who enjoys the company of people, chances are you won’t succeed. You may also be less happy and missing out on love. Now there’s a good reason to be more social.

Read More »

Embracing digital: A new strategic imperative

The digital revolution has begun in earnest, with technological change and innovation driving many firms into the 21st century. But how have these changes affected the client experience, and how does this improve the delivery of your service?

Read More »

THE VALUE OF SOCIAL CAPITAL IN FINANCIAL ADVISING

There has never been a better time to build your business than now, but you need to get back to understanding how to communicate effectively, not only efficiently, with people and clients .Too many advisers think that sending an email or an electronic newsletter does the job of staying in touch, and maybe so, but I see this as a start at best.

 

Read More »