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Consumer Duty Compliance Support
How Consumer Duty Compliance Support Can Help Your Financial Advisory Firm Grow and Thrive
Introduction: Turning Compliance into Competitive Advantage
In today’s heavily regulated financial services environment, maintaining Consumer Duty compliance isn’t just essential—it’s an opportunity for significant business growth. Since the Financial Conduct Authority (FCA) introduced these comprehensive rules, forward-thinking advisory firms have discovered that proper compliance not only protects clients but also creates meaningful differentiation in a crowded marketplace.
Social Media Strategy And Management
How Social Media Strategy and Management Can Help Your Financial Advice Firm Grow
Why Social Media for Financial Planners Matters
Social media is no longer a ’nice to have’ — it’s an essential part of your marketing strategy, whether you’re a solo adviser or running a growing firm. According to research by Intelliflo, 67% of UK financial advisers acquired new clients through social media in 2023, with the average adviser reporting 7.2 new client relationships directly attributable to their social presence.