The difference between being rich and being wealthy

“These definitions are my own, but here’s the distinction: Rich means you have cash to buy stuff. Wealth means you have unspent savings and investments that provide some level of intangible and lasting pleasure – independence, autonomy, controlling your time, and doing what you want to do, when you want to do it, with whom you want to do it with, for as long as you want to do it for.”

The difference between being rich and being wealthy (Morgan Housel)

The client experience

Lessons on long-term investing (Lance Roberts)

Take a look at retirement readiness with your clients (Robert Laura)

How can financial exploitation of the elderly be prevented? (Elliott Appel)

The advisory profession

Advice from a veteran of financial services (Amanda Newman Smith)

What should we make of the shortage of young advisers? (Chloe Cheung)

The active vs. passive debate boils down to cost (Larry Swedroe)

Work and business

Your business needs new talent to move forward (Cameo Roberson)

The high costs of returning to the office (Sophia Epstein)

How do you motivate yourself to complete boring but essential tasks? (Alicea Lieberman)

Adviser marketing

Why video should be a part of any adviser’s marketing efforts (Kevin Pallotti)

The critical component in converting a prospect into a client (Tony Vidler)

How can internal linking support your website’s SEO? (Blair Kelly)

VIDEO MARKETING FOR ADVISERS

Did you know that our partners at Regis Media provide a wide range of high-quality video content for financial advice and planning firms?

For firms in the UK, we can either come to you, or you can come to Regis Media’s studios in Birmingham, where we have a full white-screen set-up with lights and autocue. For firms outside the UK, we’re happy to talk through the options with you.

If it’s educational content you’re looking for, we have more than 200 pre-produced videos which can be tailored to include your branding, contact details and call-to-action.

Interested? Send us an email, and we will be happy to help you.

© Adviser 2.0 MMXXII