Tag Archives | AFA

Case Study – Mentoring

A shared interest in social media and technology led James Sutherland and Meike Suggars to embark on a mentoring relationship. Three years on, having both experienced significant growth in their personal and professional development, they share what they believe is the key to making a mentoring relationship work… At a glance Mentor: James Sutherland, AFA […]

Continue Reading

Case Study – Powerful Client Letter

This letter was sent to the adviser by the mother of a 27 year old man, diagnosed with cancer. It demonstrates the value that advisers deliver every day to individuals faced with genuine hardship. As the adviser points out, successful client relationships and client outcomes are at the centre of what advisers do, and technical […]

Continue Reading
Error, group does not exist! Check your syntax! (ID: 13)

Case Study – Social Media in an Advice Business

Two-time AFA Adviser of the Year finalist, Nick Sinclair, has successfully integrated a range of social media channels into his business marketing strategy. Nick shares the challenges he faced as a ‘social sceptic’ and how, using channels like Twitter and Facebook, he has transformed his Wealthfarm business. At a glance Provided by: Nick Sinclair Business […]

Continue Reading
Error, group does not exist! Check your syntax! (ID: 10)