Looking for something to say to your clients ahead of the new week? If you’re on our Contatto package, you’ll get a brand new blog for your website every week (we upload and publish) and a monthly newsletter created and distributed to your clients on your behalf (we do all the work too!). If you’re...
There’s a conversation that does the rounds every 10 to 15 years in investment savvy circles; Cash vs Equities – which is better? When markets are rallying, equities hold to their promise of higher returns than cash; when markets take a knock, cash suddenly appears to have been a hidden gem that could even outperform...
I take a deep breath and dive in. Ironically, this is how I feel before most meetings with a potential client. It’s hard work meeting so many new people every week. It’s even harder trying to get referrals so that I can see so many people. I’ve already seen 11 clients/prospects this week and it’s...
Article highlight: Three areas where financial advisors need to be engaging more with their clients Click here to read it now. ———- The autumn chill is clinging to my jeans as I walk up to the coffee shop, silently hoping for a table inside so that I don’t have to shiver my way through this...