Chartered financial planner Lee Fisher looks at the ways his firm have gone about strengthening client relationships during the last nine months, especially after the initial spike of digital engagement subsided...
In this brave new world of social media and email communications, not to mention the Covid-induced Zoom/Teams phenomenon, why firms would not wish to communicate with their clients seems crazy to me. Perhaps...
Management information and more
Maintaining culture in a virtual world
Usage on the up
Completes legal process
Scepticism towards companies' commitments
GDP falls 2.6% in November
Financial wellbeing junkies