February - 2019

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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

Switching from financial advice to financial coaching

Switching from financial advice to financial coaching

Restoring the public perception of financial advice

Restoring the public perception of financial advice

Archive

Firms need to articulate the interpersonal side of advice — Morningstar

Feb 27, 2019

Firms need to articulate the interpersonal side of advice — Morningstar

Advisers need to get better at articulating how they really add value, a new report by Morningstar claims. They particularly need to explain

Check your diaries, UK advisers

Feb 23, 2019

Check your diaries, UK advisers

Robin Powell is hitting the road in March, speaking at adviser events in eight different UK cities. There are still a few places left. Also,

Quarterly newsletters RIP

Feb 20, 2019

Quarterly newsletters RIP

Clients generally don't read quarterly newsletters from their advisers any more. And if they do, it can actually cause them harm.

Where does Australia’s advice profession go from here?

Feb 13, 2019

Where does Australia’s advice profession go from here?

For too long, says Harry Chemay, the finance industry operated safe in the knowledge that clients were blind to the skewed incentives, misal

What is "life-first" financial planning?

Feb 11, 2019

What is "life-first" financial planning?

The adviser’s client is a person and not a portfolio, says Barry LaValley. Financial issues flow from life issues. This changes the nature o

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