Young advisers are inspired by behavioural finance

“This generation is very client centric, very focused on financial planning, and much more interested in the behavioural aspects of finance than perhaps the previous generation was… it has become really interesting that the financial planning profession has become quite attractive to young professionals because they recognise that it’s exciting to deal with people and solve their problems. It’s very future based compared with some of the more traditional professional jobs.”

Next gen advisers are more interested in behavioural finance (Sally Hickey)

The client experience

Intention makes all the difference to a client’s financial plan (Tim Maurer)

Younger clients leading the ESG investing charge (Lois Vallely)

Balancing living with giving (Anita Boniface)

The advisory profession

Education is key to the profession’s future (Rebecca Constable)

A Nobel Laureate on the unsung benefits of indexing (The Evidence-Based Investor)

The profession’s responsibility to take on the challenges of climate change (Nigel Vaz)

Work and business

Ways to improve employee health and wellbeing (Erin L. Kelly, Lisa F. Berkman, Laura D. Kubzansky, and Meg Lovejoy)

Finding happiness and success in your career (Jim Rohrbach)

Taking agency of your time (Stephanie Bogan)

Adviser marketing

Think of your prospects as your audience (Tony Vidler)

How can you differentiate your advisory firm? (Kristen Luke)

What’s your conversion rate? (Brett Davidson)

CONTENT FOR ADVISERS

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