How must firms adapt to best serve the next generation of clients?
“Millennials and generation Z are advisers’ future sources of income, so it’s vital to get them into the firm’s ecosystem before long. The important question for those of us in or supporting the advice sector is, as this likely future unfolds, how can we assist the large group of individuals who need regulated advice for their financial wellbeing but are currently excluded?”
How must firms adapt to best serve the next generation of clients? (Chet Velani)
The client experience
New research asks how money correlates with happiness (Michele W. Berger)
How can investors keep calm amidst the banking crisis? (Evidence-Based Investor)
The importance of estate planning cannot be underestimated (John Manganaro)
The advisory profession
More than half of advisers are behind on consumer duty (Sonia Rach)
A look at what really makes advisers happy within the profession (Jason Diamond)
The next evolution of the advisory role (Mark P. Hurley, Carmine Cicalese, Bryce Washum, Douglas Garbutt)
Work and business
Is it even possible to step away from our devices anymore? (Sophia Epstein)
Businesses can combat employee burnout at a management level (Michael P. Leiter and Christina Maslach)
What work-based behaviours do you need to change? (Brett Davidson)
Making your business really stand out (Tony Vidler)
How can you create a compelling experience for your customers? (G. Tomas M. Hult)
Helpful guidelines for your website copywriting (Justin Adams)
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.