Restoring the public perception of financial advice

“Why do people get a low opinion of financial advisers? Because of what they have read in the press. There are not enough good news stories about the sector. If we do one thing, it’s to make it easy for people to know how to get advice. Surely, that’s going to be a centralised campaign and maybe supported by the regulator and all the trade bodies. People coming together to promote the profession like we have been talking about for years.”

Restoring the public perception of financial advice (Momodou Musa Touray)

The client experience

Financial education should not be a “one-hit wonder” (Sonia Rach)

Comprehensive financial advice seriously benefits clients (Edward Hayes)

Using follow-up questions to encourage clients to open up about their goals (Meghaan Lurtz)

The advisory profession

Sooner or later, regulation will catch up to AI tech (Abigail Healey)

When active management outperforms, is it luck or skill? (The Evidence-Based Investor)

Are advisers hindering their own growth? (Holly Deaton)

Work and business

The downside of the “dream job” (Sophia Epstein)

Dealing with burnout in your organisation (Noémie Le Pertel)

What would ‘right to switch off’ policies mean for workers? (Joe Middleton)

Adviser marketing

Ask yourself these questions before committing to a new marketing idea (Tony Vidler)

An advisers’ guide to using Instagram (Justin Adams)

A few marketing strategies for advisers to consider (Jeff Berman)

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.