Creating a better future for the advice profession
“This led me to think more widely about how our industry develops the advisers of the future. If we want to promote being a financial planner as a career with a professional standing equal to that of an accountant or solicitor, then the industry needs to rethink the structures within which we learn our trade. If the next generation of planners is developed within an incentive culture tied to volume as opposed to outcomes, then we are heading in the wrong direction.”
The client experience
A new perspective on client risk capacity (Jeff Berman)
Ten pieces of money wisdom to share with clients (Morgan Housel)
Why investors need advisers (Bryce Sanders)
The advisory profession
Is it time for your firm to embrace digital tools? (Dan Smaida)
The profession needs to maintain its commitment to inclusion (Verona Kenny)
What can be done to create a fairer fund industry? (The Evidence-Based Investor)
Work and business
Is it time to rethink the working day? (Margaret Taylor)
Will work be more parent-friendly after the pandemic? (Viv Groskop)
Making progress with the right mindset (Shauna Mace)
Is social media good or bad for financial literacy? (Jean-Baptiste Andrieux)
Keeping up with what your clients and prospects are looking for (Stephen Wershing)
Adviser niches: six great examples (Blair Kelly)
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