Switching from financial advice to financial coaching
“[Graham] Wells described the move [to financial coaching] as “the steepest learning curve” of his career. ‘And that includes all the exams I sat to become chartered and a fellow of the Personal Finance Society. Technically that was challenging, but to set up as a coach brings a new set of challenges. Becoming proficient in coaching is a shift in mindset away from advising to empowering others, and it’s a completely different way of being,’”
Switching from financial advice to financial coaching (Jane Matthews)
The client experience
Using the right language to get more client recommendations (Phil Bray)
True financial freedom is having enough (Cosmo DeStefano)
The majority of clients are interested in at least one aspect of ESG (Darius McQuaid)
The advisory profession
Client education could lead to increased business for advisers (Matt Williams)
A year in the life of a financial planning firm (Meg Bartelt)
Focusing on diversity can build a better profession (Anita Boniface)
Work and business
The importance of building trust with your colleagues (King Omeihe)
Is success more about talent or hard work? (David Robson)
The fine line between passion and overwork (Joy Bredehorst, Kai Krautter, Jirs Meuris, and Jon M. Jachimowicz)
Give your clients the content they want (Gretchen Halpin)
Setting your firm apart from the crowd (Tony Vidler)
Questions to ask external marketing companies (Jack Waymire)
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.