June - 2022

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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How can advisers ensure that clients’ interests come first?

How financial advice became about so much more than investing

Who is advocating for change within your business?

By BRETT DAVIDSON What do you do if you’re the owner of a financial planning business and your gut tells you that your business needs to...

Jun 30, 2022

How should advisers approach the future?

Accelerating change has been the story of the investment industry in the last 75 years, and it's likely to be the story of the future too.

Jun 29, 2022

Managing client expectations through uncertain times

With all the developments in the news, it can be hard to focus on the positives. But times like these highlight the value of good advice.

Jun 23, 2022

Three things you need to know about running a financial planning firm

There are three certainties you'll run into when running your own financial planning business. Let's go through them one by one.

Jun 16, 2022

Helping your clients to plan for a happy retirement

Just as financial planners advise clients to engage in positive behaviours; we can all teach ourselves habits for the long-term future.

Jun 14, 2022