Robin Powell

 

 

 

 

 

An experienced television journalist, Robin runs Regis Media, a UK-based content marketing consultancy which helps financial advice firms around the world to attract, retain and educate clients.

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How advisers can identify the right niche for them




“As you answer these questions, you will find that the overlap between your passion and your aptitude is what makes you unique. The overlap between your aptitude and your profit is where you create value. And the overlap between your passion and your profit is what motivates you to do the work you do… Once you find the intersection of your passion, aptitude, and profit, that is the niche for you.”


Three steps to identifying your firm’s niche (Kristen Luke)



The client experience


Why young clients should embrace evidence-based investing (The Evidence-Based Investor)


What do different generations want from their adviser? (Catherine McBreen)


The importance of understanding what your client wants (Gill Cardy)



The advisory profession


The digital transformation of the profession: what you need to know (Craig Hawley)


How to be smart when bringing tech into your firm (Janine Menasakanian)


Keeping wellbeing in mind when growing an advisory business (Meghaan Lurtz and Michael Kitces)



Work and business


The three stages to successfully hiring a new adviser (Tony Vidler)


Don’t let your business take over your whole life (Amanda Newman Smith)


How data literate is your company? (Rasheed Sabar)



Adviser marketing


Even in the age of tech, word of mouth is still king (Chloe Cheung)


Creating YouTube thumbnails that catch the eye (Blair Kelly)


Using incentives to attract clients for the long-term (Blair duQuesnay)




CONTENT FOR ADVISERS


Regis Media, which produces Adviser 2.0, provides financial advice firms with the content they need to promote their businesses, to communicate with their clients and to help explain how investing and the financial markets work.


We specialise in video content. As well as unique, custom-made videos, we also offer pre-produced content in your own branding.


Why not visit our website or get in touch? We would love to work with you.



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