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Big Ticks: The Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they are […]
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attracting affluent clients
Don't go fishing in the forest
by Tony Vidler See if you can find any correlation here: 1. Relatively few financial advisers are active, let alone have mastered, the key social media platforms. 2. The majority of affluent investors are active on a select few key social media platforms. 3. The Holy Grail for many financial advice professionals is to attract […]
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