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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June 27, 2018

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 accor...

June 18, 2018

Major life events often results in bad financial decisions. And, says Susan Bradley, financial planners often lack the skills to prevent it happening

June 7, 2018

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 benchmarkin...

June 1, 2018

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 iter...

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