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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Advice is essential when clients experience “sudden wealth”



“I tell people that, with sudden wealth, especially a lottery, there are two emotions after you win. And the first is this sense of joy and excitement and jubilation. But that is quickly followed by this sense of, Oh my God, I don’t know what I’m doing. There might be this sense of fear of like, I’m going to screw this up; I’m going to lose it all. It can be very overwhelming.


How can an adviser guide a client who suddenly comes into wealth? (Caroline Mimbs Nyce)




The client experience


What do clients really seek from a financial adviser? (Shelley McCarthy)


Frailty risk is an important factor in retirement planning (John Manganaro)


It is crucial that advisers involve women in the planning process (Ruby Hinchliffe)



The advisory profession


Useful tips for any adviser thinking of going independent (Lynnley Browning)


The types of advisers that your firm needs to invest in (Caleb Brown)


The thought that goes into naming advice firms (Lois Vallely)



Work and business


Should startups incorporate ESG strategies? (Bruce Simpson, Cait Brumme)


Businesses need to take inequality seriously (Roianne Nedd)


How indecision can actually lead to better judgement (David Robson)



Adviser marketing


Building a professional, modern image for your firm (Amanda Newman Smith)


Empathy can set your firm apart from the competition (Matt Reiner)


Smaller advice firms need to make themselves known (Brett Davidson)




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? We would love to work with you.



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