Tag: Marketing
Case Study – Advising Gen X and Y
This case study provides tips on how to engage with Gen X and Y clients. 2013 AFA Rising Star, Matt Hale, and his clients Jen and...
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...
Case Study – Building Referral Partnerships: The Ownership Model
This practice management case study looks at one practice's approach to developing successful accountant-adviser referral relationships, the 'Ownership' model. This approach involves buying an...