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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What Carl Richards means by real financial advice


Now for the second episode in our new podcast series Intelligent Adviser, with Carl Richards.

Carl Richards likes to talk about “real” financial advisers. So what exactly is a real adviser? And how do you spot a fake one?

Principally, Carl says advisers need to ask themselves four questions. Here are the first three:

  1. Are you transparent with your fees?

  2. Do you put your clients’ interests first?

  3. Do you invest based on data and evidence?

But ultimately, says Carl, it all boils down to a simple litmus test:

4. “Would I send my Mom to you?”

This podcast is brought to you by Regis Media. We hope you enjoy and will want to share it.

Missed the first episode? Here it is:

Intelligent Adviser Episode 1

ADVISER 2.0, FINANCIAL ADVICE REINVENTED, POWERED BY REGIS MEDIA

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

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