Different clients require different communication styles
“Being heard as a financial adviser goes beyond the mere delivery of advice. It requires an understanding of the diverse learning styles and communication preferences of your clients and prospects … By recognising and adapting to the different modes of communication, financial advisers can build deeper, more impactful relationships and better serve their clients' needs.”
Different clients require different communication styles (Philipp Hecker)
The client experience
The difference between trust and real understanding (Carmen Reichman)
There’s no one path to a good retirement (John Manganaro)
Moving on from clients who aren’t a fit for your business (Adam van Deusen)
The advisory profession
How can advisers support the wider profession? (Amanda Newman Smith)
The profession should have its eyes on millennial clients (Holly Deaton)
Work and business
How flexibility has changed workers’ lives (Donna Ferguson, James Tapper)
What advisers need to know when hiring (Angie Herbers)
Five habits to change in your future (Dan Solin)
Adviser marketing
An advisers’ guide to the latest Google Analytics update (Zach McDonald)
A look at generating leads with social media (Justin Adams)
The key to making a compelling pitch (Matt Abrahams)
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.