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.”
What can advisers learn from studying generational differences? (John Capuano)
The client experience
12 important lessons for investors from Nick Maggiulli’s new book (Aaron Tang)
Vulnerable clients need an adviser they can trust (Ben Goss)
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
How can businesses weather the Great Resignation? (Chieu Cao)
Critical thinking is about asking the most effective questions (John Coleman)
Today’s work arrangements demand more focus on communication (Amanda Newman Smith)
Adviser marketing
Personalisation needs to be at the heart of your marketing strategy (Tony Vidler)
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
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