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Robin Powell

 

 

 

 

 

An experienced television journalist, Robin runs Regis Media, a UK-based content marketing consultancy which helps financial advice firms around the world to attract, retain and educate clients.

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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.”




The client experience



A new study finds the benefits of couples managing their money as a team (Jenny Olson, Scott Rick, Deborah Small, Eli Finkel)




The advisory profession






Work and business



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)



Adviser marketing







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.

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