What advisers can learn from the FCA’s new Financial Lives survey
“The FCA sets a lot of store by their research and it urges financial services firms to use the results to better understand the needs and experiences of their customers and target markets. The FCA uses the results of the survey to feed into their three-year strategy, as well as inputting into current reviews and helping it monitor the implementation of other reforms, such as the consumer duty.”
The client experience
Are you making these mistakes during client meetings? (Michael S. Fischer)
Establishing deeper connections with the people you advise (Joseph Michelli)
How to make goals-based investing more personal (Jason Stipp, Ryan Murphy)
The advisory profession
One way for financial planners to make a positive impact (Rob Burgess)
An aspiring adviser shares his story (Nick Powell)
Work and business
The benefits that younger people want from their workplaces (Rebecca M Knight)
The problem of the “accidental manager” (Katie Rosseinsky)
Adviser marketing
Advisers need to embrace social media before it’s too late (Victoria Ross)
Taking your firm’s message to the next level (Lloyd Lofton)
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.