We were lucky enough to receive some pearls of wisdom from experienced planners recently.

‘Understand marketing. Most people forget about it,’ said Craig Palfrey, managing partner of Cardiff IFA Penguin Wealth Planners.

‘If you can’t get people to sit in front of you, there is no point being in the game.’

In this episode of the Advice Show podcast, reporter Laura Purkess tries to do just that.

In conversation with Dan Graham, head of community experience and marketing at NextGen Planners, Laura asks Dan what kinds of content you should make to grow your audience, and, crucially, how often you should post it.

Dan also reveals the very first things you should do to start marketing your business, three key things every financial planning firm needs on its website (yes, you need a website!) and what you can do to appear at the top of Google’s search results without paying for adverts.