Clients want to know your story

“People don’t share your vision if they merely know what you do or how you do it. They share your vision, and will follow you, if they know why you do what you do … Differentiation is in the why. Don’t just be a financial advisor with good products and good solutions. Be a financial advisor with a cause.”

Clients want to know why you became an adviser (Don Connelly)

The client experience

How does a financial plan differ for clients who don’t have children? (Veronica Dagher)

Is it time to rethink the term “retirement”? (Lazetta Rainey Braxton)

A realist’s mindset is important for a long-term financial plan (The Evidence-Based Investor)

The advisory profession

Why human advisers continue to thrive (Adam van Deusen)

Why advisory businesses are becoming B Corps (Chloe Cheung)

Young people are turning to advice amidst the cost of living crisis (Sonia Rach)

Work and business

Incorporating quietude into your workplace culture (Justin Zorn, Leigh Marz)

A great question to ask to a prospective employee (Tyler Cowen)

Focus on getting the balance right in your business (Tony Vidler)

Adviser marketing

Building a niche can give your adviser business an edge (Ben Peele)

How can a blog fit into your marketing strategy? (Justin Adams)

How do you fit your niche into your marketing plan (Kristen Luke)

CONTENT FOR ADVISERS

Regis Media, which produces Adviser 2.0, provides financial advice firms with the content they need to promote their businesses, to communicate with their clients and to help explain how investing and the financial markets work.

We specialise in video content. As well as unique, custom-made videos, we also offer pre-produced content in your own branding.

Why not visit our website? We would love to work with you.

© Adviser 2.0 MMXXII