Knowledge Base

What Is The Knowledge Base?

The knowledge base provides financial advisers and planners with the latest news, tips, videos and advice on digital technology, social media and other online promotional tools. Meanwhile our library provides access to hundreds of recent articles about online marketing and promotion from around the web.

To stay in touch with these important developments you can visit our site, add our news feed to your RSS reader or subscribe to our free weekly e-mail newsletter.

Blogs

Who Should IFAs Target Post RDR?

If IFAs are to survive post RDR they must adapt to the changes that are going on, work out where the new target clients are and reshape what they offer accordingly.

IFAs, Dodos Or Growgrows?

A LibDem MP recently described IFAs as a “doomed species”. Is he right or can a new style IFA evolve?
How Many IFA Resolutions Have You Kept?

Last new year Unbiased.co.uk proposed 11 New Year resolutions that planners and advisers should take to improve their online marketing. As the year is nearly 75% over, now would be a good time to check how many of their resolutions you have put into practice!
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Featured Updates

So You Don't Think Social Media Is Important?

This 4 minute video contains all the facts you need to so as to understand just how important social media has become to all of our lives....the music's pretty good too!

 

See video
Using LinkedIn As A Referral Tool

Last week we provided a webcast on using online networking while this week we look specifically at how LinkedIn can be used as a referal tool.
Strategic Blogging For Financial Advisors

Blogging gives financial advisors a great, low cost way of staying in regular communications with their clients. This free webcast tells you all you need to know!
more featured updates

IFA Line Latest

Saving Small Businesses From Drowning
1 year 39 weeks ago

The world of digital technology and social media is rapidly evolving and there is a veritable deluge of information on what these changes are and how businesses can benefit from them. The challenge for small business owners is how to find the information they need to know without drowning in the flood. The good news for financial advisers is that now help is at hand!
Financial Adviser Websites On The Move.
1 year 40 weeks ago

According to the The International Telecommunications Union, half a billion people (approx 10% of worldwide mobile user base) now regularly access the web via their mobile. So the challenge for web site owners, including IFAs, is how to make their existing sites accessible via mobile without incurring heavy redevelopment costs? We have the answer.
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