How a family tragedy changed one adviser's perspective on retirement
“The truth is, you’ve worked hard for your retirement. You deserve to enjoy it. Someday, when I retire, I want to love every minute of it. You have every right to rest, relax, travel, and check items off your bucket list. But when the initial excitement of retirement wears off, you also deserve to enjoy a purpose-filled life every day. You owe it to yourself to continue asking questions about whether you’re fulfilled and whether you feel good as a retiree.”
The client experience
Clients will appreciate a shorter financial plan (Stephen Wershing)
Is it time to rethink the language around retirement? (Timothy Inklebarger)
A timeless investing book to recommend to your clients (The Evidence-Based Investor)
The advisory profession
Why reputation is so important for firms (Tony Vidler)
How COVID affected male and female advisers differently (Michael Kitces, Meghaan Lurtz, Elizabeth J. Parks-Stamm, Derek Tharp)
9 things women starting an advice firm should know (Bridget Venus Grimes)
Work and business
Returning to the office without burning out your team (Rahaf Harfoush)
Building your ideal practice (Stephanie Bogan)
How to create systems to save your firm time (Stewart Bell)
Think about your prospects’ timeframe as well as your own (Angel Gonzalez)
How can financial advisers drive engagement on social media? (Andrei Paras)
Why your marketing efforts may not be connecting (Kristen Luke)
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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