top of page
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.

  • Grey Twitter Icon
  • Grey Facebook Icon
  • Grey Google+ Icon
  • Grey YouTube Icon
Adviser 2.0 powered by REGIS MEDIA
Have a regular newsletter delivered straight to your inbox
Strategic partner
Sparrows_Capital_Logotype_CMYK.png
Recent posts
Related posts
Archive

How financial advice became about so much more than investing




“Interestingly, the most commonly cited goals people had were not directly about investing … Addressing all those financial goals isn’t something that robo-advisors can do, or at least not do very well, [consumer researcher Laura] Varas said. Only one out of five financial advice sources — ranging from robos to full-service human advisors — covers three or more of the financial goals people pointed to. That makes the services financial advisors provide more distinctive than most professionals realise.”



How financial advice became about so much more than investing (Emile Hallez)



The client experience


Watch out for these common behaviours that can damage the adviser-client relationship (Samantha Lamas)


Good habits for wealthy families (Jane Wollman Rusoff)


Three golden rules of investing (David Booth)



The advisory profession


Where can a financial adviser find inspiration? (John Kador)


Will AI ever be able to replace a financial adviser? (Shlomo Benartzi)


UK advisers need to stay up-to-date with Consumer Duty (John Cowan)



Work and business


Rebuilding a career after being made redundant (Sandra Haurant)


How can a business boost employee engagement? (Dorie Clark and Alexis Redding)


The number of people over-65s in work has seen a large increase (Jabed Ahmed)



Adviser marketing


The importance of a regular newsletter to your firm’s marketing efforts (Tony Vidler)


Is your niche too narrowly defined? (Kristen Luke)


Why are blogs still an effective marketing strategy? (Johnny Sandquist)





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.


bottom of page