Every adviser we speak to has fundamentally changed the way they work with clients and most have embraced this change for the better.
There is one issue though, and that is business development.
How do you attract new clients, encourage referrals, and generally grow your business in this new way of working?
We asked Faith Liversedge to think about this. She’s well placed to do so having spent the last 20 years working in financial services, and running a remote marketing agency for financial advisers for the last three. Much of her work over the last six months has been to support financial advisers and planners with lead generation.
We hope you enjoy this free Guide to Business Development in the New Normal. Please email [email protected] if you have any questions about it or feedback – she’d love to know what you think.