How firms can nurture the next generation of advisers

“With the average age of financial advisers somewhere in their 50s, depending on which statistics you look at, advice firms need to bring new talent into their businesses to ensure their survival. Whether it’s a focus on school leavers, university graduates or second careerists who make up for their lack of industry experience with life experience, here is a rundown of how 10 advice firms are nurturing the next generation of advisers.”

The advice firms investing in the next generation (Amanda Newman Smith)

The client experience

Advisers can help clients to set boundaries (The Evidence-Based Investor)

Why asking the right questions is a superpower for advisers (Brendan Frazier)

Financial advice should be available to a broader array of clients (Jane Wollman Rusoff)

The advisory profession

An online course aims to educate about ESG investing (Liz Field)

The value of embracing technology and innovation (Barry Ritholtz)

Financial firms urged to put more energy into cybersecurity (Lois Vallely)

Work and business

What is the future of mental health within the workplace? (Kelly Greenwood and Julia Anas)

Ten mnemonics for any adviser or firm owner to keep in mind (John Kador)

What you can do when a key team member resigns (Penny Phillips)

Adviser marketing

Why do marketing campaigns sometimes fail? (Tony Vidler)

Four creative ways for advisers to use calls-to-action (Blair Kelly)

Why creativity should matter to advisers (Brett Davidson)

VIDEO MARKETING FOR ADVISERS

Did you know that our partners at Regis Media provide a wide range of high-quality video content for financial advice and planning firms?

For firms in the UK, we can either come to you, or you can come to Regis Media’s studios in Birmingham, where we have a full white-screen set-up with lights and autocue. For firms outside the UK, we’re happy to talk through the options with you.

If it’s educational content you’re looking for, we have more than 200 pre-produced videos which can be tailored to include your branding, contact details and call-to-action.

Interested? Email Sam Willet, who will be happy to help you.

© Adviser 2.0 MMXXI