A client-driven New Year's Resolution for advisers
“It starts, of course, with asking… Discover what aspects of each step in your process generate value. What do clients value or enjoy the most about a review meeting? What do they want on the agenda and how much time do they want to dedicate to each topic? What parts of your onboarding process made it easier for them and which parts made it more difficult?”
How to make 2022 a client-driven year (Stephen Wershing)
The client experience
How can you help clients get over a fear of being judged? (Meghaan Lurtz)
The pandemic has changed how clients spend their money (Simoney Kyriakou)
50 laws of investing to share with your clients (The Evidence-Based Investor)
The advisory profession
Financial advisers share some of their recent favourite books (Brian Wallheimer)
How can advisers address the racial advice gap? (Heather Kelly)
Valuable adviser insights from the past year (Beverly Flaxington)
Work and business
Becoming a better listener (Robin Abrahams and Boris Groysberg)
Avoiding burnout and taking care of your wellbeing (Tom Redmayne)
How the world of work was transformed in 2021 (Joanna Partridge)
How can you make the most out of event marketing? (Mike Schaffman and David Greenberg)
Producing a newsletter that people will want to open (Stuart Farst)
Seven positive marketing steps for 2022 (Brian Spence)
CONTENT FOR ADVISERS
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