Why diversity and inclusion are so important for the profession’s future
“Not having Jacob Marley’s ability to conjure up the ghost of Christmas future, I can’t predict exactly where the new growth areas for advice firms will be. But many different types of people can inherit and make money, so I’d expect firms who cater for all, regardless of heritage, sexual orientation and disability, to have the competitive edge.”
Inclusion makes sense from a business perspective, as well as a moral one (Amanda Newman Smith)
The client experience
Can financial advisers transmit their biases to clients? (Juhani T. Linnainmaa, Brian T. Melezer, and Alessandro Previtero)
How wider culture can impact financial behaviours (Rianka Dorsainvil)
How much do your clients know about confirmation bias? (The Evidence-Based Investor)
The advisory profession
What is next for financial planning in the UK? (Brett Davidson)
Can you explain your financial advice philosophy? (Tony Vidler)
Are the FCA’s sights facing in the right direction? (Sam Sloma)
Work and business
How disability can impact everyday working life in financial services (Charlotte Richards)
Is your business prepared for an uncertain world? (John E. Katsos and Jason Miklian)
12 business book recommendations from 2021 (John Kador)
Adviser marketing
Why groundedness and authenticity are so important to consumers (Isabel Eichinger, Martin Schreier, and Stijn van Osselaer)
How one adviser amassed a huge Twitter following (Steve Garmhausen)
A look at the adviser marketing opportunities you shouldn’t ignore (Blair Kelly)
CONTENT FOR ADVISERS
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