A vision of the future for financial advice

“I believe that financial planning is the future of the profession. The internet has eroded away the competitive advantage of traditional product-led advice. Knowing how to open an Isa or invest in a fund is no longer scarce knowledge. Investing advice is now an ‘off the shelf’ commodity and a service that focuses on this offers little value to the client of tomorrow. On the other hand, financial planning, which is centred on human interaction, cannot so easily be commoditised by a search engine.  Software cannot yet compete with, or replace, human connection.”

As aspiring planner looks at the future of the profession (Tom Redmayne)

The client experience

Do advisers need to be more like life coaches for clients? (Beverly Flaxington)

Five topics that clients may ask about in the new year (Yasmina Siadatan)

Three essential client meeting skills for advisers (Ben Henry-Moreland)

The advisory profession

The factors shaping financial advice in 2022 (Russell Andrews)

Why active managers struggled in 2021 (The Evidence-Based Investor)

There’s still progress to be made on the cost of asset management (David Ferguson)

Work and business

How new advisers can overcome imposter syndrome (James Wallis)

Is there such a thing as the perfect daily routine? (Madeleine Dore)

The long-term consequences of a poor workplace culture (Saman Javed)

Adviser marketing

Are face-to-face meetings more effective for generating referrals? (Tony Vidler)

What you need to know when soliciting client testimonials (Stephen Wershing)

Amazing adviser websites and why they work (Blair Kelly)

CONTENT FOR ADVISERS

Regis Media, which produces Adviser 2.0, provides financial advice firms with the content they need to promote their businesses, to communicate with their clients and to help explain how investing and the financial markets work.

We specialise in video content. As well as unique, custom-made videos, we also offer pre-produced content in your own branding.

Why not visit our website or get in touch? We would love to work with you.

© Adviser 2.0 MMXXI