This is a time of change for UK advisers
“Customers will judge us on how well we serve their real needs over the longer term. This is the spirit of the Duty. But given our protection market has seen stagnation in growth and failure to attract as many genuinely new customers as we’d like, this must be an opportunity we seize. Before that, phase one of Consumer Duty must be about rollout. It will be measured in what we do and how we do it.”
Where does the advice profession go in the wake of the Consumer Duty? (Kevin Carr)
The client experience
Do advisers spend enough time with clients? (Ayo Mseka)
What can financial coaching add to an advisers’ client offering? (Chloe Cheung)
Hiring younger advisers can be a great opportunity for firms (Dinah Wisenberg Brin)
The advisory profession
What are the implications of the regulatory crackdown on “finfluencers”? (Momodou Musa Touray)
Pro bono work can be truly enriching for financial planners (Justin L. Mack)
Analysts and fund managers are too close for comfort (The Evidence-Based Investor)
Work and business
Ten lessons from ten years of entrepreneurship (Darius Foroux)
What does the future hold for workplace hierarchies? (Josie Cox)
Don’t underestimate the power of taking some time off (Brett Davidson)
Adviser marketing
Twitter marketing for financial advisers (Justin Adams)
How can you become more persuasive? (Eric Barker)
Behavioural tricks for your marketing strategy (Sam McCue)
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.