How to engage clients in the financial planning process

“Once a client is actually organised and has a base understanding of their current financial situation, you can then help them imagine what possibilities the future can hold. When you get a client to connect to the goals in their head, it becomes much easier to get them connected to the numbers to make it happen.”

How to engage clients in the financial planning process (Kathleen Boyd)

The client experience

Can insider acronyms alienate prospective clients? (David Haintz)

What clients want is not always what they need (Brendan Frazier)

Cash flow modelling can be a crash test for clients (Fiona Tait)

The advisory profession

One adviser on what he got right and wrong in his career (Allan Roth)

A study on wellbeing and happiness within the advice profession (Michael Kitces)

A unique chance for advisers to innovate and evolve (Andy Hart)

Work and business

How outsiders change the game (Gino Cattani and Simone Ferriani)

Finding a long-term purpose for your business (Brett Davidson)

Three long-time remote workers on the future of working from home (Sadhbh O’Sullivan)

Adviser marketing

Promoting your YouTube channel as an adviser (Stuart Farst)

The importance of being social on social media (Samantha Russell)

The benefits of pursuing a niche (Patrick Brewer)

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