A solid onboarding process is critical to lay a solid foundation right from the start and to reinforce that the client made the right decision to choose you amongst so many other options.
In this episode’s featured topic segment, Francois du Toit discusses easy ways that you can utilise tools you are already using, to drive marketing without you even thinking about it.
We talk about branding, marketing and a new tool called ProfileMe that is fast gaining traction in the financial services profession.
Financial Planners are starting to ditch the traditionally written newsletter in favour of video newsletters. The question is if that is the right, or rather more appropriate solution? We are not convinced. Newspaper, radio and television These are three different forms of communication of which the newspaper is the oldest, then radio and then television. …