How financial advice became about so much more than investing
- Adviser 2.0
- Nov 6, 2023
- 2 min read
“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.”
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)
Work and business
Rebuilding a career after being made redundant (Sandra Haurant)
How can a business boost employee engagement? (Dorie Clark and Alexis Redding)
Adviser marketing
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.
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