robo-advice | advicereinvented 17/24

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

How to find out what your clients want

"We speak about personalisation and targeted communication, but all of us are guilty of slipping into stereotypes."

Jan 25, 2022

A vision of the future for financial advice

"Financial planning cannot so easily be commoditised by a search engine.  Software cannot yet compete with, or replace, human connection.”

Jan 18, 2022

Advising clients through the January blues

"What is the best way to convey the wellbeing benefits of financial advice to existing and potential clients?”

Jan 11, 2022

A client-driven New Year's Resolution for advisers

"Discover what aspects of each step in your process generate value. What do clients value or enjoy the most?"

Jan 5, 2022

Clients’ worries are about more than money

“Not surprisingly, basing your self-image on your bank account can lead to unhappiness. Financial worries are often about more than money."

Dec 14, 2021

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