What does it take to start an advice business?
“A real financial advisor only thinks about and does what is best for their clients. A client-first, human-first decision might create revenue and income for the advisor or it might not. What matters is that the decision or advice is right for the client, not my wallet. Subsequently, building a real financial advisory practice takes much more than product knowledge and great sales skills. Real advisors have to truly, deeply care about who they serve.”
What does it take to change careers and build an advice business? (Mark Newfield)
The client experience
What advisers need to know about working with young clients (Anand Sekhar)
How should advisers talk to clients about the rise of cryptocurrency? (Vicky Pearce)
Six nuggets to investment wisdom to share (Evidence-Based Investor)
The advisory profession
How will the hike on the Fos compensation limit affect UK firms? (Amy Austin, Jane Matthews)
How displaying fees can benefit advice firms (Adam van Deusen)
A look at how CFA accreditation can benefit advisers (Oscar Hjälmås)
Work and business
What is the right advice to follow when growing your business? (Angie Herbers)
Changing attitudes to remote work (Megan Tatum)
The importance of collaboration when developing business strategies (Graham Kenny)
Adviser marketing
Finding a voice and the right topics for your adviser blog (Justin Adams)
Five essential pages for your firm’s website (Susan Theder)
Four tools to improve your site’s search visibility (Crystal Butler)
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.