Coaching clients through investment’s “choice overload”
“Sometimes when we are confronted with enticing options and fancy tools, we forget why we started the process in the first place. If a client is tempted to take the shortcut of choosing the attention-grabbing investment, now may be a good time to remind them of their goals and how that investment does or doesn’t line up with them.”
Coaching clients through investment’s “choice overload” (Samantha Lamas)
The client experience
Why do so many sports stars go broke? (The Evidence-Based Investor)
Can it be counterproductive to draw attention to personal finance gender gaps? (Amanda Newman Smith)
The advisory profession
The adviser skill set needs to evolve with the times (Heather Robertson Fortner)
Times are changing, but gender diversity issues still exist within the profession (Margaryta Kirakosian, Caroline Hug, Lawrence Lever)
Five trends transforming financial advice (Jack Sharry)
Work and business
The people who have switched to part-time work later in life (Jedidajah Otte)
What challenges will define the future of work? (Jennifer Howard-Grenville and Laura Empson)
Is it time to change how we think about the career plan? (Rachel Feintzeig)
Adviser marketing
What can a podcast offer to your business? (Matt Nolman)
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.