Clients’ worries are about more than money
“Not surprisingly, basing your self-image on your bank account can lead to unhappiness. In a 2020 study, my colleague Ashley Whillans and four co-authors asked a sample of 345 adults to react to statements such as “My self-esteem is influenced by how much money I make,” and “I feel bad about myself when I feel like I don’t make enough money.” Those who agreed were more likely to be lonely and socially disconnected. They also, not surprisingly, spent more time working alone than average.”
What are financial worries really all about? (Arthur C. Brooks)
The client experience
Educating clients is critical (Jane Wollman Rusoff)
Do high-net-worth clients need financial education? (Amanda Newman Smith)
The advisory profession
Advice is key to closing the gender wealth gap (The Evidence-Based Investor)
Are your firm's processes as streamlined as they could be? (Bridget Grimes, Katie Burke)
Work and business
How perfectionism can damage creative and innovative thinking (Emily Reynolds)
Why advisers should build an audience through Twitter (Tony Vidler)
How can advisers market towards high net-worth individuals? (Stuart Farst)
The power of embracing Google Reviews (Jeff Berman, 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.
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