Advisers need to step up against misinformation
“The dangers of things going wrong when unqualified, unregulated individuals purport knowledge or an opinion about financial planning make it more important to push back as a profession. We need to call out the misinformation. We should educate the wider population, beyond that somewhat exclusive subset we call our clients, about making better decisions with their money.”
Advisers can steer the public away from online misinformation (Martin Bamford)
The client experience
Financial planning boosts client satisfaction (Michael S. Fischer)
Identifying and dealing with financial trauma (Rick Kahler)
A financial checklist for clients in their 40s and 50s (Rod Mims)
The advisory profession
Why it’s worth learning about financial coaching (Sam Sloma)
What they don’t teach you about the profession (Joshua M. Brown)
How can we encourage more women into financial advice? (Dawn Patrick)
Work and business
Remote working policies can make more workplaces more inclusive (Angela Lashbrook)
It’s important to prioritise mental health over work (Lauren Taylor)
How asking employees for feedback can help your business (Scott Edinger)
Adviser marketing
Essential components for a functioning marketing machine (Tony Vidler)
Word of mouth is still the most popular way to find an adviser (Sally Hickey)
Three rules for writing effective content (Darius Foroux)
CONTENT FOR ADVISERS
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