We can learn a lot about money and purpose from HBO's Succession
“There’s an awful lot to unpick in the quest to realising that chasing money isn’t actually conducive to living a good life. Establishing what your client wants the money for, and if they have ‘enough’ is of course stage one. But being at their side, helping them to kick the temptation to go back to the money-for-money’s-sake habit, is just as important.”
We can learn a lot about money and purpose from HBO’s Succession (Faith Liversedge)
The client experience
What role does mindfulness play in financial planning? (Angelina Carleton)
When is it time to encourage clients to spend more? (John Manganaro)
The advisory profession
Hiring and retaining young advisers in your firm (Penny Phillips)
How can advice businesses demonstrate fair value? (Chris Davies)
Many UK firms are struggling to get ready for the consumer duty (Jane Matthews)
Work and business
Taking on impostor syndrome in the workplace (Momodou Musa Touray)
How would the “right to disconnect” work in practice? (Paula Allen)
Seven ways to make employees feel respected at work (Jack Zenger, Joseph Folkman)
Adviser marketing
Referrals vs. word-of-mouth marketing: what you need to know (Kristen Luke)
Mastering the use of hashtags on social media (Ashley Baker)
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.