Video Marketing for IFAs: What to Post, What to Avoid, and Where to Start

Compliance is a Constraint. It is Not a Handbrake. I have spent 28 years working in UK broadcast television. In that time, I have never once worked on a production where everything went exactly to plan. Budget constraints. Location constraints. Time constraints. Legal constraints. They are part of the job — not obstacles to the […]

The Compliance-Safe Video Workflow: How IFAs Can Publish Monthly Without the Headache

The “Compliance Bottleneck” is usually a Workflow Problem If you ask most Wealth Managers why they don’t publish video, they blame Compliance. “We can’t say anything interesting.” “It takes 3 weeks to get a 60-second clip signed off.” “The risk of a misleading promotion breach is too high.” The truth is, Compliance isn’t the enemy. […]