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.

  • Grey Twitter Icon
  • Grey Facebook Icon
  • Grey Google+ Icon
  • Grey YouTube Icon
Adviser 2.0 powered by REGIS MEDIA
Have a regular newsletter delivered straight to your inbox
Strategic partner
Sparrows_Capital_Logotype_CMYK.png
Recent posts
Related posts
Archive

Transparent firms lose fewer clients


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

ADVISER 2.0, FINANCIAL ADVICE REINVENTED, POWERED BY REGIS MEDIA

  • Grey Facebook Icon
  • Grey Twitter Icon

Adviser 2.0 is produced by Regis Media, a specialist provider of content marketing for evidence-based advisers. 

Contact Regis Media

DISCLAIMER: All content is for informational purposes only. We make no representations as to the accuracy, completeness, suitability or validity of any information on this site and will not be liable for any errors or omissions or any damages arising from its display or use. Full disclaimer.