It's worth studying the psychology behind financial planning
“According to [study authors, Matthew] Sommer and [HanMa] Lim, a little psychological insight can go a long way when advisers are helping clients with the potentially fraught task of setting lifestyle expectations in retirement and deciding how to divide their wealth as part of a legacy plan … it is well worth a retirement-focused advisor’s time to study up on the psychology of financial planning.”
Why it’s worth studying the psychology behind financial planning (John Manganaro)
The client experience
Do your clients know what they want from retirement? (Shelley McCarthy)
A new study finds the benefits of couples managing their money as a team (Jenny Olson, Scott Rick, Deborah Small, Eli Finkel)
Words of wisdom from two luminaries of financial services (The Evidence-Based Investor)
The advisory profession
How to get the next generation interested in a career in financial advice (Rachael Fennessey)
Technology has a key role to play in the profession’s future (Johann Koch)
ChatGPT won't be the saviour of active management (Nir Kaissar)
Work and business
Is technology increasing workplace burnout and exhaustion? (Kate Ng)
How to tackle information overload in your organisation (LK Klein, Emily Earl, Dorian Cundick)
Establishing a psychologically safe workplace (Dayna Lee-Baggley, Shannan M. Grant)
Don’t underestimate the power of a good “meet the team” page (Sara Grillo)
The ten commandments of getting more clients (Bryce Sanders)
How to cut through the noise (Tony Vidler)
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.