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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The advice profession continues to evolve




“Specifically, integrated goals-based advice and investing technology is now maturing from its early incarnations and becoming a critical tool in the adviser’s armoury. It not only helps align a holistic planning model with a sophisticated investment approach on a per-goal basis, but it can also work alongside cash flow modelling to further enhance client engagement and align expectations and experiences with goal achievability instead of short-term market impact.”


How the advice profession is continuing to evolve (Russell Andrews)



The client experience


How regular financial health check ups could help ordinary people (Patrick Cairns)


Making “money memories” a part of the client conversation (Meghaan Lurtz)


Clients are interested in a stronger digital advice experience (Mark Shields)



The advisory profession


Most financial advice bosses seeking an exit plan (Sonia Rach)


The continued case for international diversification (Amy C. Arnott, CFA)


Long-term thoughts about sustainable investing (David Thorpe)



Work and business


How much of your working day is spent simply coordinating your work? (Matthew Boyle)


Keeping sight of your business’ long-term vision (Ron Ashkenas, Peter D. Moore)


Some tips on multitasking and making the most of your working day (Aditi Shrikant)




Adviser marketing


Finding your brand voice, and why it matters (Erika Heald)


Do your marketing metrics tell you the full story? (Paul Magill, Christine Moorman)


Whether you’re a generalist or a specialist, your business can grow (Tony Vidler)




CONTENT FOR ADVISERS


Regis Media, which produces Adviser 2.0, provides financial advice firms with the content they need to promote their businesses, to communicate with their clients and to help explain how investing and the financial markets work.


We specialise in video content. As well as unique, custom-made videos, we also offer pre-produced content in your own branding.



Why not visit our website? We would love to work with you.



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