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Tag Archives | 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 person. In this case study, they share how new technology and the ‘social advice’ movement have enabled them to take their risk business to the next level. At a glance Submitted […]

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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 […]

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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 marketing and lead generation strategies she employed to grow her client base, and offers tips for other advisers starting out in their own businesses. At a glance Submitted by: Tatiana Coulter […]

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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 […]

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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 new age of digital communications. He shares with advisers the do’s and don’ts in communicating with their clients in today’s world… At a glance Provided by: Michael Harrison Business: Strategies Plus […]

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