The benefits of finding your niche

“[Chris] Chen recommends identifying a niche and then proceeding to narrow it down as much as possible... as he sees it, potential niches are everywhere you look and the more specialised, the better the service the adviser will be able to provide.”

Should advisers strive to be as niche as possible? (Jeff Benjamin)

The client experience

How to be a good adviser to vulnerable clients (Richard Cooper)

Can you measure financial well-being? (The Evidence-Based Investor)

Making clients feel more certain and connected (Catherine Morgan)

The advisory profession

New fee models reflect a changing landscape (Marianne Caswell)

How a strong data strategy can benefit firms (Ming Li)

How can advisers embrace technological developments? (Tony Vidler)

Work and business

Keeping focused on the main task (Brett Davidson)

Office, remote, and hybrid working: the pros and cons of each (Joanna Partridge and Kalyeena Makortoff)

How to lead your team back to the office (Ron Carucci)

Adviser marketing

Four tips to make your videos look and sound as good as possible (Crystal Butler)

The adviser using social media like no-one else in the profession (Jason Bisnoff)

The difference between demographics: Millennials and Gen Z (The Financial Brand)

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 or get in touch? We would love to work with you.

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