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How are advisers marketing to clients in 2018?

How is your client communication evolving in 2018? Tell us what works for you and enter our prize draw.

Money Marketing‘s sister brand Taxbriefs is undertaking its latest client marketing survey and would love to hear from you to understand more about how marketing and communication has been changing for financial advisers.

With the term ‘client marketing’ increasingly encompassing social media and digital content, there is an expectation on financial advisers and accountants to keep up with fast-paced and seemingly transient developments.

How are you engaging with your current and prospective clients? Share your views by taking part in Taxbriefs’ latest client communications survey and enter into a prize draw to win one of two £50 Amazon vouchers.

The survey will take less than 10 minutes to complete and will help Taxbriefs develop and share its insights into the changing nature of client marketing for financial advisers and accountants.

Take the survey now:


Equity release a growing market for solicitors – Pru

Research from Prudential conducted among UK private client solicitors shows a growing need for advisory work in equity release. Twenty nine per cent of solicitors believe demand for legal guidance in the area of equity release will increase in the next five years and over the last two years, one in four (26 per cent) […]


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