It can be difficult for new advisers to find clients. Here Rowley Turton chartered financial planner Scott Gallacher passes on his ten pearls of wisdom to help budding industry newcomers on their search for business...
The need for effective marketing is often overlooked by financial advisers says Gallacher, which is understandable for established advisers with referrals coming from all angles, but newer advisers don't have that luxury. Gallacher says with the proposed cold-calling ban looming, some have now become concerned about their client acquisition. He says: "As one of the co-sponsors of the original cold-calling ban petition, I think the ban is an important step in protecting consumers. However I appreciate it will possibly have an impact on newer advisers looking to obtain clients. That sai...
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