Do you ever wonder how much more your practice could achieve, if only you had more time to think strategically? Stepping back from day-to-day operations is difficult when you’re fully immersed in paperwork, trying to keep revenue churning, clients happy and your team fulfilled.
As much as the use of social media amongst the financial planning community is becoming far more prevalent, as a previous skeptic, I am well aware that there are many of you who remain cautious of Tweeting, posting and commenting for all the world to see.
While advisers hear time and time again of the importance of further education, new research has found that advisers who further their education earn more across the board than their peers, writes Mark Rantall, CEO, Financial Planning Association.
The best marketing tool we have at our disposal is not an unlimited advertising budget but our existing clients telling their story to friends, family and colleagues, write FPA ceo Mark Rantall
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