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Month: November 2020

What Makes a Good Adviser? (and how the pandemic has changed the answer)

Posted on November 17, 2020November 17, 2020 by Jamie
Financial Advisor Image

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. […]

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Professional Advisers Post Covid Marketing Planning Survey

Posted on November 17, 2020November 17, 2020 by Jamie

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: […]

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Digital – A Sensible Guide for Wealth Managers

Posted on November 17, 2020 by Jamie

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 […]

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Recent Posts

  • What Makes a Good Adviser? (and how the pandemic has changed the answer)
  • Professional Advisers Post Covid Marketing Planning Survey
  • Digital – A Sensible Guide for Wealth Managers
  • PPC: How to make best use of Ad Extensions space
  • 9 best practice tips for PPC copywriting

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