The most valuable part of an adviser's expertise
- Adviser 2.0
- Feb 7, 2023
- 2 min read
“By having a great command of the subject, advisers are then able to look past the hard numbers and bring something else to the table, such as sharing vulnerabilities, mistakes that may have been made or their own experience of the loss of life. Most clients care more about how much you care than how many qualifications you have.”
The most valuable part of an adviser’s expertise (Mel Kenny)
The client experience
How does Generation Z make, spend, and invest their money? (Lilah Raynor)
What people need to know about the financial industry (The Evidence-Based Investor)
The advisory profession
What role does an adviser play in the age of AI? (Ryan W. Neal)
The company specialising in politically conscious investment (Jane Wollman Rusoff)
Work and business
How can you be a more inclusive colleague in the workplace? (Nikita Lordan, Grade Lordan)
Improving motivation in the work environment (Hamish McRae)
Workplace surveillance does more harm than good (Kate Morgan, Delaney Nolan)
Adviser marketing
Maximising your time to get new clients (Sara Grillo)
Are you a perfectionist when it comes to content? (Tyler Tafelsky)
Are your prospects changing their minds? (Sandy Schussel)
VIDEO MARKETING FOR ADVISERS
Through our partners at Regis Media, TEBI provides 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? Email Robin Powell, who will be happy to help you.
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