10 winning social media tips for financial advisors

Being active on social media is no longer a choice. These days, all leading brands (yes, even, financial brands) are social, digital and inclusive. If you’re not on social media, you run the risk of being seen as out of touch…Or out of business!

Savvy use of social media can help you to keep existing customers and gain new ones. Here […]

2020-03-03T01:38:10+00:00October 28th, 2019|Financial marketing, Financial Writing|0 Comments

Employee advocacy programs are a MUST for social media

 Your employees are your brand ambassadors, and there’s no one better to promote your business and maximize the reach of company posts.  Read on for the how…

What is employee advocacy?

Employee advocacy is the promotion of a business by its employees.  It’s an invaluable way for companies using social media to market their brands. It’s been shown that people are […]

2019-11-16T06:26:39+00:00October 24th, 2019|Uncategorized|0 Comments

Our Brand Story

There’s nothing like a brand story to set the scene for strategic growth. We’re always telling brands to tell their stories, so it’s only fair that we should tell ours.

In a nutshell…

We’re a team of CFP®s, right-brained creatives and IT gurus who know the financial services industry backwards.

But let’s start at the beginning

I graduated with a Business Science Degree from […]

2019-11-20T10:54:40+00:00October 23rd, 2019|Financial marketing|0 Comments