Growth through smart marketing
Breaking down financial concepts, roles and structures for marketers.
Under the FCA’s Consumer Duty one of the major requirements is to support consumers with their understanding of the financial products that will help them achieve positive outcomes. Keeping in touch with your client, isn’t just a nice thing to do nor is it just …
Before starting CeMAP, I was warned about ‘Module 1’. Everyone said it was dry, dense, and full of regulation. They were right. When I first joined the industry, the only time I had come across the word compliance and supervision was when I was working …
The long and overdue Autumn budget was finally announced today by the Chancellor of the Exchequer, Rachel Reeves. However, within the budget there were some key areas, that could impact a number of your own clients or advisers within a firm. I’ve put together 3 …
When I first joined the financial services sector there were hundreds of different acronyms that I really had no idea what they meant. In this blog post I am going to go through some of the key terms that make up the financial services sector …
When you first enter the financial services industry you will be greeted by a whole host of acronyms, terms and percentages that may mean very little to you as a marketer. Some of us have only ever come across the acronym LTV (Loan Total Value) …