How can financial planners reach Generation Z?
“As finance changes, reeling in Gen Z to advice services will not be simple. The waters are teeming with competition. ‘There are obviously going to be some people on there that are going to use it for their own selfish means,’ says [financial planner Alex] Stedman. ‘You can’t do much about that I’m afraid, the best thing you can do is get on there and try and counteract it with quality.’”
How can financial planners reach Generation Z? (Ellesheva Kissin)
The client experience
How do you know if a client is right for your firm? (Meghaan Lurtz)
What motivates a client to really act on financial advice? (Joanne Cleaver)
The financial benefits of practising gratitude (The Evidence-Based Investor)
The advisory profession
A look at where early robo-advisers got it wrong (Joshua M Brown)
Advice firms want more support in accessing the right ESG data (Darius McQuaid)
Work and business
Reigniting your passion for running a business (Brett Davidson)
Can physical exercise improve your performance at work? (Bonnie Hayden Cheng, Yolanda Na Li)
Why young people are putting in so much overtime (Megan Tatum)
Adviser marketing
How to elevate your business’ social media presence (Crystal Butler)
A simple but effective idea for generating great content (Tony Vidler)
Adapting your marketing strategy to reflect a changing economy (Julia Pizzolato)
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.