How can new advisers overcome imposter syndrome?
“It’s scary, the first time I would sit with people I would think ‘this is terrifying’, but you very quickly learn that actually, they’re just a human at the end of the day that needs help and advice … Once you shift your focus away from trying to have all of the answers all of the time, and just focus on goals and them as an individual, then all of a sudden the rest of it becomes really easy because you’ve built the relationship.”
Overcoming imposter syndrome as a new adviser (Jane Matthews)
The client experience
What is the best approach to serving clients with ADHD? (Amanda Newman Smith)
A look at the ‘tsunami’ of online fraud putting ordinary people at risk (Jess Clark, Zoe Wood)
Open communication is key to managing finances in a relationship (The Evidence-Based Investor)
The advisory profession
The cost-of-living crisis is driving a broader demographic to seek financial advice (Darius McQuaid)
Work and business
Why inclusive businesses thrive (Evan Harp)
A summer reading list that to enrich your workplace mindset (Michael Kitces, Ben Henry-Moreland, Meghaan Lurtz, Sydney Squires)
Taking better breaks at work (Zhanna Lyubykh, Duygu Biricik Gulseren)
Adviser marketing
Do your blogs grab your audience’s attention? (Zach McDonald)
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.