What do clients need to know about inflation?
“The key thing to do when clients are concerned about inflation is to be sure to keep the communication lines open and be proactive in contacting them. Everybody's inflation rate is very different. It's very important to put it into perspective in terms of their life and to be able to explain to clients what is actually happening in the world.”
Communicating with clients about inflation (Jane Matthews)
The client experience
Does wealth really need a purpose? (Amanda Newman Smith)
Millennials are starting to build wealth and seek financial advice (Suzanne Woolley, Misyrlena Egkolfopoulou)
The advisory profession
How is the profession reacting to the recent mini-budget (Lois Vallely)
The power of checklist-style financial planning (Derek Tharp)
Work and business
There’s no need to feel guilty about delegating (Dina Smith)
How to find your focus (Frederik Gieschen)
The problem with going above and beyond (Megan Tatum)
How social media can revolutionise adviser marketing efforts (Chloe Cheung)
Is your niche too broad, or too narrow? (Kristen Luke)
Managing your speed when converting leads (Tony Vidler)
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.
© Adviser 2.0 MMXXII