The UK is leading the way when it comes to fintech
“The Kalifa Review confirmed that fintech is no longer a niche within financial services. It is a permanent, technological revolution that is changing the way we do finance. The report sets out a plan and demonstrates an understanding of the growing importance and value of the UK fintech sector, while reaffirming commitment to its long-term development and maintaining the UK as the place to be.”
The UK is leading the way when it comes to financial technology (Jonathan Warren)
The client experience
What advisers need to discuss with clients about retirement (Mark Miller)
A look at the benefits of “mini-retirements” (Jillian Johnsrud)
The prospective clients that too many advisers overlook (Kylie Murray)
The advisory profession
Why are regulatory fines so normalised in the advisory profession? (Paul Lewis)
Could apprenticeships be the key to closing the advice gap? (Sonia Rach)
The case for indexing is stronger than ever (Suzanne Woolley)
Work and business
There are many ways to retain staff at your business (Amanda Newman Smith)
Are you looking after your business’ hygiene or health? (Brett Davidson)
Rethinking meetings and time management at work (Lauren Weber)
Adviser marketing
Why your firm’s social media presence matters (Timothy Hughes)
Know what prospective clients are really looking for (Ari Galper)
A marketing plan is crucial for growing advice firms (Kristine McManus)
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.