The human adviser will always be needed

“Technology and robo-advice has a place in the world, but it can never hold a client’s hand or look them in the eye to understand their fears, needs and life goals. Neither do they have the human touch of empathy, respect and experience to engender confidence.”

An optimistic future for the advice profession (Keith Richards)

The client experience

What clients need to know about “the biggest scam on the planet” (Jane Wollman Rusoff)

Advisers can navigate clients through the complexities of life (Evidence-Based Investor)

How to talk to your clients about inflation (Sarah Newcomb)

How great advisers demonstrate value to their clients (Brett Davidson)

The advisory profession

Is niche planning the future of the profession? (Jeff Benjamin)

The big adviser opportunities lying within the advice gap (Jamie Jenkins)

Diversity and inclusion must be at the heart of the advice profession (Noel Butwell)

Work and business

Five models for the post-COVID workplace (Daniel Davis)

Why do some firms struggle when it comes to recruitment? (Jeff Berman)

A new approach to training the next generation of advisers (Hannah Moore)

Adviser marketing

Don’t underestimate the marketing potential of e-mail (Tony Vidler)

Is it time for a website redesign? (Blair Kelly)

Seven tips for a compelling blog introduction (George Drennan)

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.

© Adviser 2.0 MMXXI