Financial education and advice can empower the younger generation
“What young people need is guidance from trusted advisers who are more nuanced and experienced. They need people who can assist them in making informed decisions about money and help avoid getting into bad habits, not to mention the industrial level of scamming present online today.”
Financial education and advice can empower the younger generation (Momodou Musa Touray)
The client experience
Motivating clients into making a change (Derek Hagen)
Even affluent people are anxious about the economy (Alison Schraeger)
The advisory profession
Advisers need to steer clear of “over-digitalisation” (Claire Hird)
The advice profession can help to close the investing gender gap (Victoria Zhuang)
What is keeping more women from entering the profession? (Kate Redden)
Work and business
The science behind the importance of rest (Nancy Lapid, Simon Scarr, Adolfo Arranz, Caitlin Gilbert)
Building a culture where employees can speak openly (Timothy R. Clark)
How is AI really going to shape the future of work? (David Runciman)
Adviser marketing
Why is TikTok such a powerful marketing platform? (Meredith Turits)
The false assumptions that can cost advisers clients (Bryce Sanders)
Stories are the key to making social media work for you (Carmen Reichman)
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.