Communication is the cornerstone of both building and maintaining client relationships. It’s also time consuming.
For over 40 years Taxbriefs has led the way in helping financial advisers keep their clients actively informed and engaged with the service they can provide across a range of financial planning areas – from investing for children, saving towards retirement and estate planning through developments in ESG, financial planning for women and the impact of annual tax changes.
We know the profession has changed over the years. Maintaining a full marketing department isn’t always possible. Working with an outsourced content provider for your regular communications can free up time for in-house marketing focus, for example on social media and blogs, and of course for your clients.