Adviser 2.0 | Financial Advice Reinvented | Page 3 of 77

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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 well do you understand your clients?

How well do you understand your clients?

The firm seeking to make financial advice accessible to everyone

The firm seeking to make financial advice accessible to everyone

Archive

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.

Doing what's right for ethically-minded investors

Oct 31, 2022

Doing what's right for ethically-minded investors

There is a growing tide of people who see that making money work to improve lives and our world is essential.

Financial planners can flourish during tough times

Oct 27, 2022

Financial planners can flourish during tough times

By BRETT DAVIDSON Tough times are a godsend for financial planners. Great financial planning firms grow faster in difficult times than in...

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