When I speak to Financial Advice organisations about the qualities that make a good adviser I am struck by the consistency of replies. They almost universally agree that the required qualities divide into 2 components – the practical and the human. […]
During the first Covid-19 UK lockdown, Threekey undertook a qualitative survey of a broad range of professional advice firms on their post-Covid plans for marketing and business development. See what they told us in our summary report: […]
The use and importance of digital marketing for Wealth Managers has for years been one of those subjects that floats around the senior team’s agenda without really landing. As such most organisations have done something digitally (website as a minimum) and flirt with digital channels as time allows. For the majority the reality is that […]
