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Technology

Mark Gee: The benefits technology can bring to every adviser

De-bunking the 'digitisation myth', Mark Gee explains why technology is offering not just some but all financial advisers the opportunity to leapfrog their competitors

clock 28 October 2016 • 4 min read

Client Acquisition

Video:: How websites convert visits to sales

Speaking at a COVER Breakfast Briefing, sponsored by Unum, Geoff Branch, an account executive at Liveperson, explains how websites overcome inhibitors and convert visits to sales.

clock 29 January 2014 •

Technology

Tweet dreams: Engaging social media

Misconceptions exist about what social media actually is and how it can be used by the protection industry as a sales and marketing channel. Christopher Tuite explains

clock 12 October 2011 • 7 min read

Marketing

Market views: Utilising social media

The internet, new media and social media are continuing to grow in popularity and importance for interacting with people. What should advisers be doing to make the most of these opportunities?

clock 12 September 2011 • 5 min read

uncategorised

Stepping up to the mark

In light of ever-changing customer needs and expectations, firms are constantly evolving TCF practices. Customer service specialist Derek Bishop explains how businesses can live up to TCF regulations.

clock 01 June 2009 •
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