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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6 steps to building a great advice business


My colleague Sam Lewis posted the other day about what a professional advice firm looks like — not a lifestyle practice, but a proper business. The post was based on an article by David Haintz in the Australian magazine, Professional Planner.

David, a former founding director of Shadforth Financial Group who runs a consultancy called Global Adviser Alpha, has now written a follow-up piece for the same magazine.

In it he sets out six steps to building a great advice business. It’s so good I’m not going to summarise it: you need to read the whole thing.

The six steps to building a great business

Related posts:

This is what a professional firm looks like

How does a financial adviser really add value