Aim to exceed your clients’ expectations
“You benefit from knowing what clients expect of you. There is value as well to keeping in touch with clients’ outlook. How have their expectations of their own situation and future changed? Some client advisory boards have told us, for example, that they want to accelerate their retirement. Others have shared, now that they have worked from home in close proximity with their spouse for a year, they plan on working longer. You just don’t know until you ask.”
How to adjust your service to fit your clients’ changing lives (Stephen Wershing)
The client experience
How can an adviser contribute to their clients’ wellbeing? (David Norman)
How to deal with “money avoiding” clients (Rick Kahler)
The advisory profession
How we think about risk has evolved (Samuel Steinberger)
Are fees to blame for the rising advice gap? (Charlotte Richards)
Why are there so few senior women in financial services? (David Thorpe)
Work and business
Ten words of wisdom for young workers (Barry Ritholtz)
Strategies for exhausted working parents (Daisy Dowling)
The most challenging phase of business ownership (Brett Davidson)
What makes a good adviser website work? (Blair Kelly)
What makes a good tagline for your firm? (Sara Grillo)
Five strategies to reach the millennial generation (Samantha Russell)
VIDEO MARKETING FOR ADVISERS
Did you know that our partners at Regis Media provide a wide range of high-quality video content for financial advice and planning firms?
For firms in the UK, we can either come to you, or you can come to Regis Media’s studios in Birmingham, where we have a full white-screen set-up with lights and autocue. For firms outside the UK, we’re happy to talk through the options with you.
If it’s educational content you’re looking for, we have more than 200 pre-produced videos which can be tailored to include your branding, contact details and call-to-action.
Interested? Email Sam Willet, who will be happy to help you.
© Adviser 2.0 MMXXI