Communicate your value by communicating your process

“Although they may not fully articulate it, prospects care not only about what you do, but also about how you do it. Yet, it is not always easy to articulate the ‘how’ when we are generally conditioned to discuss only the ‘what’… Explaining not only the varied services that are offered, but also how the outcomes will be achieved through working together, can be a real game-changer for advisers in terms of speaking the language that will help a prospect ultimately sign on as a client.”

Clients care about how you advise, not just what you advise (Meghaan Lurtz)

The client experience

The key advice moments in a woman’s life (Anna Murdock)

Are you using the right language with your clients? (Harrison Connery)

What do clients do when their adviser retires? (Morey Stettner)

The advisory profession

Why greenwashing is such a huge concern for advisers (Sally Hickey)

Getting back to grips with in-person networking (Lee Robertson)

Addressing common objections surrounding ESG investment (Tim McCarthy)

Work and business

How to become a strong public speaker (Amanda Newman Smith)

In the hybrid work era, is it time to redefine productivity? (Jaime Teevan)

Ten great books for business owners (Jim Rohrbach)

Adviser marketing

Getting the balance right when using Facebook for business (Tony Vidler)

Creating a meaningful connection with video (Stephen Wershing)

Finding your niche, and striving to be in the “top 5 per cent” (Brett Davidson)

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 or get in touch? We would love to work with you.

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