The key to growing your business during challenging times
“Set a goal of reconnecting with your people and your clients. Take the time to ask questions, listen and learn. We're in an undeniably challenging period, and it’s been an awakening after a decade-long bull market. But these are the situations from which the greatest leaders emerge.”
Growing your business during challenging times shouldn’t be overcomplicated (Angie Herbers)
The client experience
The difference between sympathy and empathy (Dorothy Hinchcliff)
Is retirement spending more flexible than previously thought? (David Blanchett)
Keeping vigilant to cases of financial abuse (Amanda Newman Smith)
The advisory profession
How can we restore public faith in the advice profession? (Simoney Kyriakou)
A look at the key challenges currently facing advisers (Gillian Hepburn)
What does “peak passive” mean for the future of indexing? (Craig Lazzara)
Work and business
Making learning a part of day-to-day work (Helen Tupper, Sarah Ellis)
How are young people dealing with workplace stress? (Megan Carnegie)
Cutting down the costs for your business (Peter Done)
Adviser marketing
AI marketing: should we really believe the hype? (April Rudin)
Listening to your clients is key to any firm’s future (Tony Vidler)
Five methods for building relationships with prospective clients (Mike Byrnes)
CONTENT FOR ADVICE FIRMS
Through our partners at Regis Media, TEBI provides a wide range of high-quality content for financial advice and planning firms. The material is designed to help educate clients and to engage with prospects.
As well as exclusive content, we also offer a wide range of pre-produced videos which explain how investing works and the valuable role that a good financial adviser can play.
If you would like to find out more, why not visit the Regis Media website and YouTube channel? If you have any specific enquiries, email Robin Powell, who will be happy to help you.