Financial services industry expert Setul Mehta has launched SM Advice, a new social media management company dedicated to supporting the UK ’s advisory community.
Having scooped an array of awards over recent years as one of the financial services industry’s most decorated leaders, the new company brings together his vast experience of Sales, Marketing and Governance from key roles at Insurer AIG and distributor The Openwork Partnership to support sole traders, advisers and business owners.
SM Advice will help advisers, brokers and networks connect further with clients, prospects, referrals, and introducers by creating social media content that informs, educates and celebrates.
The content will address key financial topics such as guidance on financial planning for first-time job holders or renters needing protection, mortgage journeys, investments, pensions, maximising retirement funds, utilising tax allowances and will meet all compliance points.
ESSENTIAL EDUCATION
Setul Mehta, founder of SM Advice, says: “With nearly 40,000 advisers across the UK, the potential to provide essential financial education within the industry and beyond is huge.
“However, many advisers are not fully utilising the power of social media to be able to do this. For many this is because they lack the time or do not have the resources to hand. This is where SM Advice can help.
“SM Advice encourages advisers who currently do not engage with clients on social media or struggle to find the time to reach out for a discussion.
“Our approach will also help increase financial education and literacy across the UK which I am passionate about.”
TIMELY AND NEEDED
Keith Richards, Chief Executive Officer of the Consumer Duty Alliance, adds: “The new service is very timely and much needed.
“The use of social media can also help to evidence adoption and culture towards consumer duty obligations and commitment.”
