Could your firm be a force for positive social change?

“The advantages of becoming B Corp certified, then, extend beyond feeling good about being more environmentally friendly … Many of the organisations I spoke to said it was a great way to get your house in order. Even just completing the initial questionnaire gives businesses a good idea of where they are doing well and where they could improve.”

The case for B Corp certification for advice firms (Lois Vallely)

The client experience

Financial advice can help clients who are making a new start (The Evidence-Based Investor)

What do wealthy clients want from an adviser? (Catherine McBreen)

How financial advisers can adopt a coaching approach (Tim Maurer)

The advisory profession

A new generation is set to revolutionise the profession (Ben Goss)

What it takes to get more women working in financial services (Jeff Benjamin)

Advisers have big decisions to make when it comes to ESG (Clive Waller)

Work and business

How to set – and meet – your company’s diversity goals (Ellyn Shook)

Four bosses have their say on the future of work post-COVID (Jedidajah Otte)

Learning from the common mistakes of firm owners (Brett Davidson)

Adviser marketing

Why marketing to a niche demographic is worth your while (Blair Kelly)

The questions to ask prospective clients (Sara Grillo)

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