Advisers need to engage with clients on tax literacy
“Sadly, it appears clear from our research that some women may feel less confident when it comes to managing their personal tax affairs than men. There must be equal access to education around tax, ensuring that some groups of society don’t miss you. Taxes can be boring, confusing and anxiety-inducing, but when armed with adequate and informed knowledge, it could make a real difference to people’s lives.”
The client experience
When clients break up with their advisers, it’s rarely about returns (Danielle Labotka)
How much do you know about your clients’ history? (Mitch Anthony)
Solving tough client situations (Jane Wollman Rusoff)
The advisory profession
Why fund managers don’t discuss skill (Joe Wiggins)
The greater good of the consumer duty (Alan Hughes)
Work and business
What would move the needle for your business? (Brett Davidson)
Keeping your cool while striving for success (Amanda Newman Smith)
How can you be more objective and rational with your thinking? (David Robeson)
Adviser marketing
Making your firm more marketable (Samantha Russell)
Shifting your focus to content (Ryan Holiday)
Are you communicating how professional you are? (Tony Vidler)
CONTENT FOR ADVICE FIRMS
Through our partners at Regis Media, TEBI provides a wide range of high-quality content for financial advice and planning firms. The material is designed to help educate clients and to engage with prospects.
As well as exclusive content, we also offer a wide range of pre-produced videos which explain how investing works and the valuable role that a good financial adviser can play.
If you would like to find out more, why not visit the Regis Media website and YouTube channel? If you have any specific enquiries, email Robin Powell, who will be happy to help you.