Empower your clients with a long-term mindset
“The reason so many financial professionals stray towards short-termism is because it’s the only way to run a viable business when customers flee at the first sign of trouble. But the reason customers flee is often because investors have done such a poor job communicating how investing works, what their strategy is, what they should expect as an investor...”
How to think in the long-term (Morgan Housel)
The client experience
Advisers need to better communicate ESG to their clients (Sally Hickey)
The pandemic changed how people think about their wealth (Paul Sullivan)
The advisory profession
As the profession is evolving, so too are its fee models (Angie Herbers)
The challenges of being a financial adviser (Sara Grillo)
Work and business
What the future workforce wants from employers (Tim Minahan)
Are businesses doing enough to tackle racial inequality? (Chiyo Robertson)
A four-day working week could be good for the environment (Matthew Taylor)
Adviser marketing
Organic social media is as important as paid advertising (Christina Ruby)
Getting the balance right on social media (Samantha Russell)
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.
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