Useful advice from veterans of the profession

“It is crucial to have support from outside of your firm and other trusted individuals to share frustrations, challenges and ideas with … Having a mentor has allowed me to define my goals, stay on track to achieve them and given me support and encouragement when I've needed it the most. I'd encourage others to look for mentoring programs through the organisations they are involved with or by reaching out to planners that they admire.”

Useful advice from veterans of the profession (Brian Wallheimer)

The client experience

Looking at the most common reason why clients leave their advisers (Diana Britton)

Five ways to teach children about money (The Evidence-Based Investor)

Care for clients is a critical element for financial advisers (Sally Plant)

The advisory profession

How the British advice firms backed by private equity fared in 2022 (Zachariah Sharif, Jack Gilbert, Alicja Hagopian, Selin Bucak)

Could apprenticeships be a solution to the skills shortage within advice? (David Palmer)

How can finance become a more diverse field of work? (Evan Harp)

Work and business

What makes a great manager? (Jeff Haden)

The workplace tensions that leaders need to navigate (Jennifer Jordan, Michael Wade, Elizabeth Teracino)

Setting boundaries with your screens (Rhiannon Williams)

Adviser marketing

Advisers can’t keep relying on the same client demographics (John Cowan)

What makes a striking, effective logo for your firm? (Justin Adams)

Ten steps to an effective marketing plan (Tony Vidler)

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.