AdviserHangout With ClientFirst’s Jon Pittham: Inbound Vs.Outbound Marketing for Financial Planners

  I recently connected with Jon Pittham of ClientFirst, for the latest edition of AdviserHangout, to discuss the pros and cons of Inbound Vs Outbound marketing for financial planners. We talked about the importance of building a mailing list and top-of-mind positioning – i.e regularly sharing good content with prospects, so that when events in their […]

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Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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