November - 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

Advisers have to think about their own wellbeing

Nov 28, 2022

Advisers have to think about their own wellbeing

Our clients look to us for guidance and stability when times are tough.

The value of a more evidence-based approach to advice

Nov 22, 2022

The value of a more evidence-based approach to advice

Research has led the advisory community to what many would call a better way to advise portfolios.

Smaller firms need to make a bigger impact

Nov 17, 2022

Smaller firms need to make a bigger impact

By BRETT DAVIDSON If you were going to refer a friend or relative to another financial planning firm (not yours), who would you send them...

Advice is essential when clients experience “sudden wealth”

Nov 15, 2022

Advice is essential when clients experience “sudden wealth”

With sudden wealth, especially a lottery, there are two emotions after you win.

Financial education is especially important in times of crisis

Nov 8, 2022

Financial education is especially important in times of crisis

Britain's youth are bearing the brunt of the cost of living crisis, with a lack of financial knowledge compounding the problems for them.

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