Are advisers ever off the clock when it comes to social media? Mike Pagani explains why archiving across multiple platforms makes sense for IFA businesses
It's a universal truth that using social media communications can offer financial adviser firms huge business advantages; not least of all in terms of reaching potential new customers and maintaining relationships...
£1bn business since inception
Considered doing so in 2015
Client communication considerations
Aviva: ‘We are sorry’
FOI from Professional Adviser