Tag: social media
Case Study – Social Advice
Igor and Sacha Loutkovsky have always approached advice a little differently, operating a business model that means they rarely ever meet their clients in...
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...
Case Study – Building a New Risk Advice Practice
In this practice development case study, new risk specialist adviser, Tatiana Coulter, shares how she started her practice from scratch. She talks about the...
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...
Insurance How To – Positioning Your Business in the Digital Age
In this Insurance How To, Synchron's Michael Harrison, has produced an excellent summary for advisers seeking to position themselves and their practice in the...