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How to Market and Promote your Financial Life Planning Proposition

06 February 2010

MARKETING FOR FINANCIAL PLANNERS – How to Market and Promote your Life Planning Proposition Increasing numbers of IFAs and financial planners are discovering that adding Life Planning to their service proposition is a... Read the full story >>

News

08 February 2010: Instant results after using new marketing guide for financial plannners

08 February 2010: Torquil Clark gains Chartered status

08 February 2010: Legal & General Protection IFA Confidence Index

03 February 2010: UK body leads world on standards for financial advisers

03 February 2010: Platform reduces mainstream mortgage rates

03 February 2010: Return to the stock market as low interest rates prompt rush for risk assets

Articles

08 February 2010: Helping retirees establish a retirement income planning process

By Jason Lampa First Published on ProducersWeb As baby boomers move from accumulating assets to drawing on them, they face significan... Read the full story »

08 February 2010: How to introduce financial life planning into your IFA business

Thinking of introducing Life Planning into your IFA business but not sure where to start? Need more help to understand... Read the full story »

08 February 2010: Just Be Nice: A Case Study of Karma Marketing in Action

<p><i><b>This is a guest post from Laura Biskupic, Marketing Director of Winch Advisory Services, LLC in Appl... Read the full story »