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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Advisers can play a vital role during difficult times




“The damage wreaked by Covid-19, if nothing else, has clearly demonstrated the ways in which someone’s control over their finances can be destroyed overnight by unforeseen forces. Helping your clients to create a robust financial plan, with protection at its heart, will certainly help some to feel less vulnerable, whatever the future may bring.”


Advisers are uniquely placed to support vulnerable clients (Ken Davy)



The client experience


Using behavioural science to encourage earlier retirement saving (Amanda Newman Smith)


To close the financial literacy gap, the profession needs to evolve (Christopher Robbins)


Accountability meetings can be a great way of keeping clients on track (Thomas Kopelman)


Encouraging the cautious to spend their money in retirement (Hannah Owen)



The advisory profession


What one firm has learned from 20 years of sustainable investment (Peter Michaelis)


An idea for advisers who want to make better use of their time (Sonya Dreizler)


How to find and keep the right talent for your firm (Beverly Flaxington)


Trends in high-performing advisory teams (Sterling Shea)



Work and business


The stresses of multitasking (Kermit Pattison and Gloria Mark)


Where to focus when building a diverse company for the long-term (Matt Sigelman and Johnny Taylor Jr.)


How to stay focused on the main goal (Stephanie Bogan)



Adviser marketing


Five post-pandemic marketing truths for advisers (Matt Oechsli)


Good adviser marketing starts with good storytelling (Meghan McCartan)


How advertising has evolved, and what advisers need to know (Tony Vidler)


Good firms need to keep an eye on the future (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 or get in touch? We would love to work with you.

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