13 September 2021
•
6 min read
Image:
How can adviser firms become a beacon in the local community?
For those working in your more traditional, local advice firms made up of a handful of advisers, client acquisition can be particularly challenging. Without the resources, marketing budget, and sheer scale of larger, national businesses, it can be difficult to get the company’s name out there (while also dealing with the day-to-day responsibilities of client management, compliance and all the rest). Fortunately, the solution can be right on the doorstep...
Since the foundation of financial planning is rooted in connecting with others, reaching out to the local community can be a vital step in becoming well-known and trustworthy. It can also help advisers...
To continue reading this article...
Join Professional Adviser
- Unlimited access to real-time news, industry insights and market intelligence.
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters.
- Make smart business decisions with the latest developments in regulation, investing retirement and protection.
- Tap into our community intellignece through our regular Pro Adviser poll.
- Be the first to hear about our events and awards programmes.
