Mentorship is key to the profession's future
“So how should you think of it? A mentor is someone who has the expertise in a given field or experience to offer advice and support for a mentee. It's more than a mere sounding board or a place to vent. A mentor has skills that a mentee aspires to gain, and the result of a successful mentoring relationship should be to find ways to help the mentee grow, learn and build demonstrable skills.”
How mentorship can improve the diversity of the planning profession (Kristi Rodriguez)
The client experience
Ten lessons learned from ten years of pursuing financial independence (Aussie Firebug)
What is the right way for an adviser to engage with clients? (Julia Kramer)
Do planners rate themselves more highly than their clients do? (Jennifer Lea Read)
The advisory profession
Will 2022 tell the same old story for active management? (Craig Lazarra)
A new series of guides helps advisers to uphold professional ethics (InvestmentNews)
What practitioners should know about ESG (Paul Miles)
Work and business
How welcoming is the UK job market to older workers? (Richard Partington)
Why conversations about wellbeing belong in the workplace (Amanda Newman Smith)
Why the “sophomore slump” after starting a new job can hit hard (Casey Noenickx, Meredith Turits)
Adviser marketing
Emotion should form a key part of your firm’s marketing strategy (Robert Sofia)
What should firms do when they want to switch up their niche? (Anne Field)
Social media video – how should advisers go about it in 2022? (Justin Adams)
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.
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