Advisers have to think about their own wellbeing
“This makes sense when you think about it. Our clients look to us for guidance and stability when times are tough. However, clearly the magnitude of the financial problems facing the UK are testing advisers’ emotional stability to its limits.”
Advisers need to think about their own wellbeing, as well as their clients’ (Amanda Cassidy)
The client experience
How financial context informs a client’s perspective on money (The Evidence-Based Investor)
Financial advice is about solving problems for your clients (Ari Galper)
What is the right balance between fulfilling client needs and business needs? (Sonia Rach)
The advisory profession
Advice firms need to take the lead in introducing young people to the profession (Amanda Newman Smith)
This year’s best business books for financial advisers (John Kador)
Financial advisers should be more like GPs (Sally Hickey)
Work and business
Do you ever feel overwhelmed with running a business? (Brett Davidson)
Overcoming the distractions in the way of your productivity (Eric Soda)
How is remote work affecting managerial structures? (Alex Christian)
Adviser marketing
How do you know when you’re pushing a prospective client too hard? (Kerry Johnson)
Attracting leads with video prospecting (Justin Adams)
LinkedIn is a vital tool for adviser marketing (Tony Vidler)
CONTENT FOR ADVISERS
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