Leveraging social media
Social media platforms, such as Facebook, Twitter and LinkedIn, are becoming increasingly popular and influential among affluent investors. Social media now gives you a great opportunity to gain insight, show thought leadership and build rapport with your clients and prospects.
As the owner of a successful financial advisory practice, one of the most daunting challenges you face may be succession planning for your business. Two of the biggest objectives are securing business continuity for your clients and securing the value you have built up in your business.
Behavioural finance is a relatively new science which seeks to explain how human emotions can lead to unpredictable, irrational and harmful investment decisions.
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About the author
Paul Bolt, our wine expert, was recently inducted as a Chevalier de Champagne and actively trades on Livex.