What can advisers learn from studying generational differences?
“Billions are spent on marketing in the financial world, and all too often firms will make strategic choices on instinct, or worse, via a herd mentality, versus empirical data. We closely monitor the behaviour and media consumption of our database of hundreds of thousands of high-net-worth individuals, and it gives us great awareness. Surveys like this one allow us to ask deeper, personal questions about things that can help us to better engage with them.”
The client experience
How does vocabulary affect how you come across to prospective clients? (Jamie Shilanski)
The advisory profession
What makes an adviser a true professional? (Bryce Sanders)
The profession’s future holds both challenges and opportunities (The Evidence-Based Investor)
How is financial advice changing? (Ginger Szala)
Work and business
Today’s work arrangements demand more focus on communication (Amanda Newman Smith)
A look at how firms can build strong lasting brands (Mikel Bruce)
A look at an adviser firm website, and why it works (Justin Adams)
CONTENT FOR ADVISERS
Regis Media, which produces Adviser 2.0, provides financial advice firms with the content they need to promote their businesses, to communicate with their clients and to help explain how investing and the financial markets work.
We specialise in video content. As well as unique, custom-made videos, we also offer pre-produced content in your own branding.
Why not visit our website? We would love to work with you.
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