How can advisers ensure that clients’ interests come first?
“When advisors embrace this approach with clients, it places the decision-making authority squarely in the hands of those with the most vested interest—the clients themselves. It also serves as a powerful mechanism to create the deep, long-lasting, and productive relationships that lead to extraordinary practice success.”
How can advisers ensure that clients’ interests come first? (Tom Rienan)
The client experience
Giving clients the confidence to increase their retirement spending (Adam van Deusen)
Half of married couples don’t have a retirement plan in place (Sonia Rach)
Assuring clients you’re advising them, not just their money (Chris Budd)
The advisory profession
Can hybrid advice help to reach more people? (James Richards)
How are advice firms going to evolve in the near future? (Dan Cooper)
The struggles faced by mid-sized firms (Angie Herbers)
Work and business
What can the rest of the world learn from Sweden’s work culture? (Leah Harper)
Understanding life outside of work is crucial to improving productivity (Tom Dunstan)
Worthwhile work is hard work (Brett Davidson)
Adviser marketing
How can generative AI help with social listening? (Neil Dixit, Adam Bai)
Six essentials for modern adviser marketing (Tony Vidler)
Building and maintaining your network on LinkedIn (Kristen Luke)
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.