Financial communication can make all the difference
“It probably doesn’t come as a surprise that financial organisations are top of the list for indulging in jingoistic wordplay and bottom of the list of people’s preferred reading material … The way banks and financial professionals communicate is cited as one of the key reasons people can’t face their finances. With consumer understanding at the heart of the FCA’s Consumer Duty plans, what can we do to go beyond fair, clear, and not misleading to strive for our communications to engage, support, and inspire change?”
Financial communication can make all the difference (Paul Davies)
The client experience
Younger clients want an adviser they can relate to (Rob Comfort)
Is it time to retire outmoded ideas about retirement? (Steve Conley)
What an adviser needs to know if their clients divorce (Peter Burgess)
The advisory profession
What does it take to be diverse and inclusive within the profession? (Simoney Kyriakou)
What is the ideal approach to ESG investment? (Larry Swedroe)
Five questions every adviser should ask their clients (Nathan Place)
Work and business
The four-day week, from an employee perspective (Jill Tichborne)
What have we learned from the hybrid work experiment? (Meredith Turits)
Working out how to balance work time from downtime (Meghaan Lurtz)
How can you encourage referrals from your clients? (Tony Vidler)
What you’re getting wrong about the customer journey (Ahir Gopaldas and Anton Siebert)
How can an adviser make their offering unique? (Kristen Luke)
CONTENT FOR ADVISERS
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