April - 2022

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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

How can advisers ensure that clients’ interests come first?

How can advisers ensure that clients’ interests come first?

How financial advice became about so much more than investing

How financial advice became about so much more than investing

Archive

What can advisers learn from studying generational differences?

Apr 27, 2022

What can advisers learn from studying generational differences?

Surveys like this one allow advisers to ask deeper, personal questions about things that can help them to better engage with clients.

Under-representation in financial advice needs to be tackled head-on

Apr 19, 2022

Under-representation in financial advice needs to be tackled head-on

How are we training and supporting our under-represented colleagues for positions in leadership?

Figure out what is holding back your business

Apr 14, 2022

Figure out what is holding back your business

The process of growing a business can be boiled down to two steps. Identify what's holding you back – and fix it.

The advice profession continues to evolve

Apr 12, 2022

The advice profession continues to evolve

Specifically, integrated goals-based advice is now maturing from its early incarnations and becoming a critical tool for advisers.

Digital tools can never fully replace human advice

Apr 5, 2022

Digital tools can never fully replace human advice

The vast majority of investors in our sample have peace of mind when investing. Their advisers add emotional value.

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