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Sunday, February 23, 2020

Tag: AFA

Case Study – Mentoring

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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 – Powerful Client Letter

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This letter was sent to the adviser by the mother of a 27 year old man, diagnosed with cancer. It demonstrates the value that...

Case Study – Social Media in an Advice Business

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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...