Robin Powell

 

 

 

 

 

An experienced television journalist, Robin runs Regis Media, a UK-based content marketing consultancy which helps financial advice firms around the world to attract, retain and educate clients.

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What must thinking clients make of AUM fees?





LINKS FOR GROWING ADVICE FIRMS

Here are what we consider to be the best and most important reads for advice firm owners from the past seven days.

“To a thinking client, it's really difficult to understand why AUM fees make sense, and not just in the fairness sense. What does it incentivise? I'm paying for the thing that is a commodity, but I'm getting the valuable stuff for free. I'm sorry, that idiotic. And the fact that the industry sticks to it is bizarre and, I believe, unsustainable.”


Sticking to AUM fees is unsustainable, says Jason Zweig (Michael Kitces)

Marketing, content & social media


How to build your online brand using social media (Samuel Deane)

Advisers are increasingly using Instagram to build a following (Nicole Casperson)


Five reasons why adviser websites fail to perform (Blair Kelly)


Business development


Choosing not to grow your business has its downsides (Jeremy Walter)


Firms need to think differently to connect with prospects (Tony Vidler)

Trust


Advisers must unite to show they can be trusted (Keith Richards)


Woodford underlines the need for advice people can trust (Robin Powell)


How to build trust with clients from ethnic minorities (Nandita Das)


What we can learn from the military and churches about gaining trust (Amanda Ripley)

How can we arrest the growing culture of mistrust? (Shane Parrish)

Fintech & suitability

How virtual and augmented reality could transform financial planning (Justin Cash)


Widening access to the financial world presents pitfalls as well as opportunities (Selina Flavius)

Do financial marketplaces provide enough protection? (Anthony Morrow)

Advice for women


New research shows women rely on advisers more than men (Mary Beth Franklin)

Firms need to address why so many women prefer female advisers (Michael Thrasher)

Advice & wellbeing


Why health and wealth planning are going to converge (Philip Pearlman)


Yes, advisers really are in the wellness business (Rick Kahler)

The advice business


How do you persuade your team of the unpersuadable? (Adam Grant)


There’s never been more interest in acquiring UK advice firms (Verona Kenny)


In-person conferences are returning. But are advisers ready? (Jeff Berman)

Could UK MPs put pressure on the FSCS over ever-increasing levies? (Daniela Ešnerová)



Missed last week's links? You'll find them here.



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 or get in touch? We would love to work with you.

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