IFA ventures into video to capture clients

Laura Miller
clock

An Edinburgh-based IFA firm has taken a leap into online video in order to better communicate with potential clients.

Oliver Asset Management has made a series of five videos covering an introduction into what the firm does, wealth management, personal cover, business cover and solution management. Roland Oliver, managing director of the firm, said he turned to video as a way to engage with potential clients after written methods failed to make an impact. "Having tried over the years to get out the message about what we do, how we do it and what it means for our clients, we continually fell at the hurdle of actually trying to write it down. "We had considered a corporate brochure of sorts but it a...

To continue reading this article...

Join Professional Adviser for free

  • 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
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Hitting milestones later in life could impact when people seek advice

Hitting milestones later in life could impact when people seek advice

People will likely be seeking financial advice later

Laura Suter
clock 19 April 2024 • 3 min read
Regulatory pressures taking a toll on industry stress levels

Regulatory pressures taking a toll on industry stress levels

'Regulatory pressures are the first thing on my mind’

Sahar Nazir
clock 19 April 2024 • 1 min read
Advisers blast FCA funding requirement of £755m 'inexorable'

Advisers blast FCA funding requirement of £755m 'inexorable'

‘I don’t really know what value I’m getting from the FCA – if any’

Hope Coumbe
clock 19 April 2024 • 2 min read