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.

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Recent posts

Gratitude as an aid to financial planning

There’s an interesting debate going on in the profession globally on the extent to which a financial planner should act as a coach. I definitely agree that they should; it’s the planner’s rôle to help the client work out what they want from life, to devise a plan accordingly and to keep them on track to achieve their stated goals. Coaching clients through periods of market volatility is especially important. There are those who go further still and argue that financial planning should be more akin to life coaching. I must say I don’t concur with that. To quote Susan Bradley in our previous post, “we need to make a very clear distinction and acknowledge that we as financial planners are not t

Portfolio benchmarking is a must — for advisers and clients alike

DAVID HAINTZ was a prime mover behind the growth of Shadforth, one of Australia's biggest and most successful financial advice firms. He now runs a consultancy called Global Adviser Alpha. In this guest post for Adviser 2.0, David explains how portfolio benchmarking is essential for a modern advice firm, and how it benefits both the firm and its clients. A GUEST POST BY DAVID HAINTZ “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What’s needed is a sound intellectual framework for making decisions, and the ability to keep emotions from corroding that framework.” Warren Buffett in the Foreword to The Intelligent Inv

What types of video convert the most prospects?

A question advisers often ask me is, What sort of videos do we need to produce to win the most clients? Content marketing, as I’ve said many times, is not an exact science. What works for one firm may not work for another, and the best results are achieved through iteration. But having specialised in video content for the advice sector for the last seven years or so, I do now have a good idea of the types of video that attract and convert the most prospects. Explainer videos First things first. You need, more than anything else, a short explainer video — ideally on your homepage — that sets out very simply what makes you different from the thousands of other firms out there offering (from th


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