Social selling is a relatively new concept which simply refers to using social media (for wealth managers, primarily LinkedIn and Twitter) to establish and develop

Have you heard of social selling? Many wealth managers I speak to haven’t, yet they may be doing it without realising it. The basic idea

It’s that time of year when I like to refresh and update my LinkedIn presence – over the course of the last 12 months, you

LinkedIn recently produced some interesting research in conjunction with Greenwich Associates about the next generation client journey in wealth management. HNWI’s look to their wealth advisers to

Over the past couple of years the wealth management sector has really begun to embrace social media as a means of driving new business. LinkedIn

By the end of this month, all UK-based LinkedIn members will receive the new user interface. I was recently fortunate enough to be given a preview