Scheduling social media posts offer an efficient content distribution solution for often time-poor advisers and planners, notes the Yardstick Agency director Phil Bray, outlining its pros and cons…
"For many advisers and planners, social media can be a hugely useful way of distributing content, engaging with potential clients and ultimately generating new enquiries," says Bray (pictured). "However,...
Keep your paraplanners close
Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality
That Friday feeling
Company decision making is rarely rational
10 common advice errors
George Crowdy joins from Janus Henderson
Are we rewarding the right things?
Target five colleges first
Re-platforming went well