Robin Powell

 

 

 

 

 

An experienced television journalist, Robin runs Regis Media, a UK-based content marketing consultancy which helps financial advice firms around the world to attract, retain and educate clients.

  • Grey Twitter Icon
  • Grey Facebook Icon
  • Grey YouTube Icon
Adviser 2.0 powered by REGIS MEDIA
Have a regular newsletter delivered straight to your inbox
Strategic partner
Sparrows_Capital_Logotype_CMYK.png
Recent posts
Archive

Chris Budd: Why clients need to be challenged

Having someone challenge what we say can be an uncomfortable experience. But sometimes it’s exactly what we need. Working with a financial planning is a good example. Financial planners are not there just to carry out the client’s instructions; it’s their job to question the client and find out what they really want and need. CHRIS BUDD used to run the Bristol-based financial planning firm Ovation Finance. He’s now a writer and podcaster, specialising in financial wellbeing. In this interview he outlines his personal philosophy on financial planning — and explains why putting the client on the spot is so important. RP: Chris, in your book, The Financial Wellbeing Book, you emphasise the valu

Tina Weeks: My lightbulb moment

Tina Weeks, founder of financial life planning, explains the "lightbulb moment" she discovered the benefits of financial life plan

ADVISER 2.0, FINANCIAL ADVICE REINVENTED, POWERED BY REGIS MEDIA

  • Grey Facebook Icon
  • Grey Twitter Icon

Adviser 2.0 is produced by Regis Media, a specialist provider of content marketing for evidence-based advisers. 

Contact Regis Media

DISCLAIMER: All content is for informational purposes only. We make no representations as to the accuracy, completeness, suitability or validity of any information on this site and will not be liable for any errors or omissions or any damages arising from its display or use. Full disclaimer.