How can your clients maintain focus through market volatility?
“Firstly, it’s important to emphasise to clients that investing is a long-term process, while volatility is usually short term. No downturn has ever been permanent… On the rollercoaster that is investing, clients will experience numerous highs and lows. Reminding them of the long-term goal and highlighting the fact investing is really the only way to beat inflation helps ease concerns about these fluctuations.
How can your clients maintain focus through market volatility? (Mike Deverell)
The client experience
Getting over a fear of spending in retirement (Tim Maurer)
The benefits of volunteering in retirement (Richard Eisenberg)
The advisory profession
How are advisers incorporating AI tools? (John Manganaro)
The importance of AI regulation (Liz Field)
Work and business
When does hard work start to become a problem? (Katie Rosseinsky)
Help your employees to develop the skills they will really need (Greg Satell, Abhijit Bhaduri, and Todd McLees)
Why visual content is so essential to financial advisers (Kalli Fedusenko)
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.