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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May 20, 2020

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Transparent firms lose fewer clients

March 13, 2017

 

 There’s a global trend towards greater transparency in the financial advice profession, as well as the wider investing industry. This shift is a threat to firms  that are less than transparent — but for those that take pride in being open and honest with their clients at all times it’s a huge opportunity.

 

This article by Tony Delmercado from Hawke Media is a must-read. In it he spells out how to make your firm more transparent, build trust and boost your client retention:

 

3 ways to increase client retention through transparency

 

 

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