Guiding clients through big life changes
- Adviser 2.0
- Aug 24, 2021
- 2 min read
“Advisers can help their clients stay on track to meet their objectives and, just as importantly, identify new objectives that arise from the change. Checking in frequently during and after a transition is an important part of servicing these clients. ‘When people are going through a transition, they may think one thing at one point, and three months or six months down the road, they think something else…’”
How life changes affect client behaviour (Danielle Andrus)
The client experience
Four steps to impress prospective clients (Sara Grillo)
Helping clients to simplify their lives (Meghaan Lurtz)
Financial planning can ready clients for the Great Wealth Transfer (The Evidence-Based Investor)
The advisory profession
How can aspiring financial planners find their advice style? (Amanda Newman Smith)
Work and business
Managing extroverts and introverts in the hybrid workplace (Erica Dhawan)
What to do when your business goes off the boil (Brett Davidson)
Google apps that every adviser should acquaint themselves with (Crystal Butler)
Adviser marketing
Using education as a marketing tool (Valerie Rivera)
How to use marketing to build trust effectively (Phil Edelstein)
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.
© Adviser 2.0 MMXXI
Comments