The value of a more evidence-based approach to advice
“The body of research has over eight million downloads. It’s gotten testimonials from some of the kingpins in the RIA space … I think it’s led the advisory community to what I would call a better way to advise portfolios. It’s not about market timing, which hasn’t really worked well. The investment space is a zero-sum game. Everything we’re talking about in the research—asset location, rebalancing, financial planning, estate planning, behavioural coaching—they’re all positive-sum games. So we think it’s really made the advice business better.”
The value of a more evidence-based approach to advice (Steve Garmhausen)
The client experience
What can cause a fracture in the client-adviser relationship? (Catherine McBreen)
Finding solutions with your clients during times of crisis (Meghaan Lurtz)
How to advise clients on the high cost of living (Makala Green)
The advisory profession
Lessons to learn from 20 years of SPIVA data (The Evidence-Based Investor)
An opportunity to close the gender gap in financial advice (Joanne Cleaver)
Work and business
What characteristics make up an effective leader? (Jacqueline Sergeant)
How to re-energise and inspire your team (Ron Carucci, Kathleen Hogan)
Supporting wellbeing in the workplace (Michelle Hoskin)
How can you help your future customers to find you? (Tony Vidler)
What can smaller planning firms do to compete with the large brands? (Brett Davidson)
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.
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