clients
Our latest work: A cool way to show clients what Cofunds is and how it helps
Here’s some work that’s just been completed for Cofunds. It’s an animation that independent financial advisers (IFAs) and financial planners can share with clients to explain how its technology has transformed the way in which people can save for post-work life.
To bring the idea to life we worked …
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Is Facebook the most overlooked free client communication tool by IFAs?
Picture: Avlxyz at Flickr
I reckon my old school friends are just like the average IFA’s client bank.
There are a lot of them, I only manage to stay in regular touch with a few and – until recently – the time and effort required to stay …
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