How to find out what your clients want
“We speak about personalisation and targeted communication, but all of us are guilty of slipping into stereotypes when it comes to approaching our clients and meeting what we perceive to be their needs. How many of us have surveyed our investors to see what their preferred method of communication is? How many have assumed that their Millennial clients would rather not speak face-to-face, but instead sent an email or a text?”
To find out what your clients want from you, talk with them (April Rudin)
The client experience
What should you do when a client wants to go against your advice? (Shelley McCarthy)
What your clients need to know about the financial media (The Evidence-Based Investor)
Looking past short-term emotions to invest for the long-haul (Darius Foroux)
The advisory profession
What is your risk tolerance as an adviser? (Tony Vidler)
How one advisory firm learned from its failures (Alan Smith)
Advisers need more support and guidance on the issue of client vulnerability (Ruby Hinchcliffe)
Work and business
To improve your night’s sleep, take a look at your daily routine (Andrea Petersen)
How to build connection in a disconnected workplace (Adam Smiley Poswolsky)
How working from home changed our lives (The Observer)
How to design your adviser website around trust and credibility (Mikel Bruce)
Developing a strategy for the various social media platforms (Blair Kelly)
Should you respond if prospects ignore your emails? (Sara Grillo)
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