The advice profession needs to make inclusivity a priority
“We have to recognise all of the different cultural biases that exist and take active steps to counter them. We should consider rejecting white-only or male-only shortlists for interview. We also have to confront our unconscious bias against applicants with disabilities, non-binary gender and different orientations. In the end, universal acceptance is not a sacrifice, but the very opposite. It’s in all our interests. Business benefits. We all benefit. And it makes the world a better place.”
The advice profession needs to make inclusivity a priority (Robin Powell)
The client experience
Explaining ESG to your clients (The Evidence-Based Investor)
What a commitment to financial wellness really means (Ian McKenna)
Why the words you use are so important (Dan Danford)
The advisory profession
Young people are willing to pay for good advice (Ruby Hinchliffe)
The financial system needs rewiring (Lois Vallely)
The FCA’s pledge to embed climate considerations into their work (Sonia Rach)
Work and business
An expert’s view on the future of hybrid work (Alanah Mitchell)
What’s the cost? (Brett Davidson)
Unpacking management myths (Stephen Bungay)
Adviser marketing
Adviser marketing trends to keep an eye out for (Brian Hart)
Effective strategies for converting prospects into clients (Blair Kelly)
How to make your testimonials resonate with prospects (Tony Vidler)
CONTENT FOR ADVISERS
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