Financial planning is about the whole person
“Non-financial things have suddenly become more important. Clients want purposeful living, a reason to get up in the morning more than to binge watch daytime TV. They want social bubbles, not social isolation. They want to learn new skills and avoid stress. They want to lose the “Covid stone” and enjoy good health.”
Financial planning is about more than just a person's finances (Steve Conley)
The client experience
How to keep a client engaged with their financial plan (Tim Maurer)
Why we should steer clients away from market forecasts (Morgan Housel)
Are you and your clients speaking the same language? (Stephen Wershing)
The advisory profession
How the last two years have (and haven’t) changed wealth management (Bernice Napach)
What can we learn from the early days of a successful firm? (Barry Ritholtz)
The FCA’s new proposals show that they take board diversity seriously (Fiona Hathorn)
Work and business
The importance of processes to your business (Tony Vidler)
Are you following the recipe to business success? (Brett Davidson)
Tackling the big goal you’ve been putting off (Dorie Clark)
How to include testimonials on your firm’s website (Stuart Farst)
Do advisory firms need to “play hard to get” when finding clients? (Dennis Hall)
Factoring generational differences into digital marketing (Crystal Butler)
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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