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wash your data

Data hygiene for advisers. Attention advisers, it’s time for a cleanse!

Data hygiene 101 – you know how to clean your hands, but do you know how to clean your data? COVID19 has taught many firms that the data they hold on their client base just isn’t clean enough. Meaning they have struggled to keep clients engaged, missing opportunities to offer advice when they have needed it the most.

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social media for brokers

Social media tips for advisers to help win new clients

Advisers across the UK have turned their focus to digital. Now more than ever, it’s important for firms to understand the value that technology can improve operations and client relationships.

If you’re not doing business on social you could be missing a trick.

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Data

Building your brand’s digital presence

In the last three months, people all over the world have become incredibly reliant on technology. It’s being used as a primary channel for communication, education and purchase.

Considering current circumstances, building your brand’s digital presence has never been more important. So where do you start?

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Existing customers first

Coronavirus trend watch: existing clients first.

Coronavirus trend watch. Are you putting your existing clients first during COVID-19? With lead volumes dropping in most markets, now seems the time to optimise for your existing clients as they’re likely your securest revenue stream for the coming months.

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