The Major Challenges of Financial Services Marketing in 2019

The Major Challenges of Financial Services Marketing in 2019

In today’s world, having the right technical and financial knowledge is not enough. Professionals and accounting firms must also advertise their expertise constantly in order to attract customers and business clients. In this blog, we cover some of the major...
Finding HNWIs

Finding HNWIs

As 90% of my clients are in the wealth management and financial services space, I am frequently asked how to connect with High Net Worth Individuals (HNWIs) (and Ultra High Net Worth Individuals – UHNWIs). Of course we can find them but equally important is...