Julia Bahr talks to advisers about the rise and rise of social media in the financial planning world and assesses how to manage the potential business risks and benefits...
An increasing number of financial advisers have been stepping forward to build their brand and grow their business by embracing the advantages of social media. PA asked advisers to share their views on the risks and benefits of distributing information through finance channels online. Alan Moran, director at Interface Financial Planning, tells PA the firm has its own YouTube URL, InterfaceFinancialPlanningLimited with 1500 subscribers to date. "I have a passion for educating our clients so that they are able to make better financial decisions and our YouTube is part of our overall str...
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