Review and Activity Report November 2019 - Private Client1

Printed collateral will continue to play a part in the marketing mix for Private Clients. All collateral is listed on and downloadable from the HUB In addition to the quarterly Adviser magazine which always includes articles aimed at Private Clients, we produce a Personal Adviser newsletter which is produced annually to compliment the quarterly Adviser. The 2019 Personal Adviser has been created and is ready for review with a view to distributing in December. We are suggesting a hard copy mailing for the edition with a note from each ‘client contact manager’ to illustrate a personal approach.

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