Embracing Stoicism as a financial adviser

“Stoics focus all their energy and intelligence on things they can control. The wisdom of Stoicism is to control emotions both when it’s punishing favoured positions as well as when the market rewards. Equanimity under both conditions allows advisors to make rational decisions about what to do and when.”

What advisers can learn from the ancient philosophy of Stoicism (John Kador)

The client experience

“Overnight millionaires” and the advice that they need to hear (Ben Carlson)

Advisers need to keep up with the preferences and priorities of younger clients (Michael Thrasher)

How psychometric profiling can help you to understand and work for your clients (Louis Williams)

Zoom meetings can actually be better for your clients (Dan Smaida)

The advisory profession

Are advisers missing the boat on ESG? (Jeff Benjamin)

The 2020s is shaping up to be a transformational decade for the profession (Bob Veres)

Changing the narrative and building more trust in the profession (Andrew Megson)

Work and business

The financial planning firm experimenting with a four-day working week (Dennis Hall)

What does it mean to be a manager today? (Brian Kropp, Alexia Cambon, and Sara Clark)

Transitioning back to the office: how to plan for it (Julie Genjac)

Adviser marketing

How finding a niche can help your firm stand out from the crowd (Brett Davidson)

How advisers can make the most of their time when marketing (Samantha Russell)

How to avoid being a “pushy salesperson” when prospecting on LinkedIn (Sara Grillo)

Ways of improving your odds of appearing on the first page of Google results (Stuart Farst)

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