Beyond Referrals: David Newson (XNW Atelier) on the Future of Marketing for Independent Advisers

Opublikowano: 2026-05-07

What does it actually take to attract your next best client — before they've been referred to you? Most advice firms are excellent at converting a warm referral. But in a world where affluent consumers increasingly search before they ask a friend, the ability to earn trust from scratch is an entirely different skill. In this episode, Rob is joined by David Newson, founder of XNW Atelier and a marketing strategist with over two decades of experience inside the independent advisory world. David brings a rare combination: deep expertise in consumer behaviour, a background in business de...