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Get creative! – adding your own content in Advant Plus

Creating your own article in Advant Plus is now easier than ever! We’ve updated the functionality when adding your own custom article in Advant Plus so that it’s faster and simpler than ever before.

Why should I add my own article when Advant provides content on a monthly basis?

The [...]

Getting started with LinkedIn

Welcome to another installment of our series looking at various social media options and how they can benefit your practice. This time, we’re focusing on LinkedIn.

Previously we looked at how to utilise social media networks – Facebook and Twitter by making them a part of your marketing and communications [...]

Personality plus – don’t be afraid to let it show

Today you are you! That is truer than true! There is no one alive who is you-er than you! – Dr Seuss

You’ve probably heard about the importance of letting your personality show in your approach to client communications. If you are like me you may have rather mixed feelings [...]

How a customised approach can improve client engagement

Appeal to your Demographic. You know the saying ‘know your audience’? Well we believe that YOU are the best person to determine what your clients will be interested in, and thus what will drive client engagement.  However, we have so many articles that deal with such a wide range [...]

Communication matters

Relationship success, so they say, is all about communication.

Of course, when people say that, they’re generally talking more about the relationship between a husband and wife, and less about the relationship between a financial adviser and their client. However, the message still stands – in order to build successful [...]

Getting started with Twitter

Welcome to the second in our series on getting started with social media for your business, where we’ll look at choosing the right social media channel – or channels – for your practice.

Last week, in case you missed it, we looked at the upsides – and downsides – of [...]

Getting started with Facebook

Welcome to the first in our series on getting started with social media for your business, where we’ll look at choosing the right social media channel – or channels – for your practice.

It’s time to face facts. Social media isn’t going anywhere anytime soon.

If you need convincing, consider this [...]

Should I be using social media marketing?

When it comes to social media marketing, people tend to fall into one of two camps: Those that believe that social is the be all and end all of marketing, and those that believe social is a waste of time and resources.

The truth, of course, lies somewhere in the [...]

Do I need to download a PDF?

According to Wikipedia, PDFs first emerged in 1993, as a way to get around the pesky problem of sharing documents with people using different systems to yours.

It’s now 2015, which means that PDFs have been around for 22 years. That’s a long time for a digital format. If PDFs [...]