Creative marketing isn't just confined to the multi-billion-pound megabrand industries - financial advisers (and even those with only four members of staff) can get in on the act too.
Yellowtail Financial Planning has published the second in its four-video series espousing the benefits of client-first financial planning. Continuing the theme of financial planner vs wealth manager, Yellowtail this time focuses on the importance of simple client communications over hefty annual investment reports. "It's so thick," says the planner. "It's the thickness that reassures and comforts our clients," replies the wealth manager. "It's not as though anyone reads this stuff." Watch the second Yellowtail video - 'Wealth managers need weight training' - HERE. If you missed ...
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