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
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