Under-representation in financial advice needs to be tackled head-on
“What are our unconscious biases? How are we training and supporting our under-represented colleagues for positions in leadership and the board room? What role models do we have, and how can we make them more visible to those from all backgrounds on the journey? What opportunities are being made available? What does our recruitment process look like? And how are we tackling the issues that typically hold back women, such as childcare?”
The client experience
Repositioning financial advice as success coaching (Tony Vidler)
Why is it so hard to find younger clients? (Calum Kapoor)
Saving and investing should go hand in hand (The Evidence-Based Investor)
The advisory profession
What critics are getting wrong about ESG investing (Ollie Smith)
Product-based services are not the future of financial advice (Andrew Megson)
Work and business
How are you approaching the employee onboarding process? (Matt Sonnen)
Striving for professional excellence (Michelle Hoskin)
Starting a new job as a mid-career professional (Marlo Lyons)
Adviser marketing
There’s a critical metric that wealth managers aren’t considering (Michael Thrasher)
How do you determine the best marketing strategy? (Michael Kitces)
VIDEO MARKETING FOR ADVISERS
Did you know that our partners at Regis Media provide 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? Send us an email, and we will be happy to help you.
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