Financial services industry expert Setul Mehta has launched SM Advice, a social media management company for the UK financial advice industry.
SM Advice aims to help advisers, brokers and networks connect further with clients, prospects, referrals, and introducers by creating social media content that informs, educates and celebrates. The content will address financial topics such as guidance on financial planning for first-time job holders or renters needing protection, mortgage journeys, investments, pensions, maximising retirement funds, utilising tax allowances and will meet all compliance points. Celebration content covers testimonials, exam passes, new joiners to awareness day recognition, SM Advice already works with ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes