Financial advice is about purpose, not process
- Adviser 2.0
- Jul 4, 2023
- 2 min read
“Taking the time to understand what [your clients have] worked so hard to achieve means that, as an adviser, you can harness that purpose to make sure their hard work continues to deliver in the way they envisaged for the rest of their lives. Evolving financial planning from process to purpose means shaping the individual experience and acknowledging a one-size-fits-all approach, or a set process, will not serve the ultimate purpose of making their life better.”
Financial advice is about purpose, not process (Colin Lawson)
The client experience
Helping clients to deal with grief (Amy Florian)
Training yourself to be a better listener (Margie Barrie)
The advisory profession
How should British firms prepare for consumer duty? (Sonia Rach)
Will custom indexing take off in the UK? (Jack Gilbert, Zachariah Sharif)
Work and business
How do tech concerns affect new graduates’ career plans? (Clea Skopeliti)
Finding the time for career development as a manager (Helen Tupper, Sarah Ellis)
Adviser marketing
It’s important to get to the point quickly in your marketing content (Maribeth Kuzmeski)
Don’t underestimate the power of a compelling story (Susan Theder)
It’s time to find your niche (Matt Reiner)
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.
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