Young people need financial education more than ever
“Financial education needs dedicated, regular classroom time, with clearer guidance for teachers on what to cover and more support for schools … At a time when so many are facing some of the hardest financial challenges we have seen for many years, how can we justify not equipping young people with the tools they need to survive and the confidence to recognise bad advice when they see it?”
Online misinformation is filling the gap left by financial education (Catherine Winter)
The client experience
Soft skills are more important than ever when engaging with clients (Amy Austin)
Supporting clients through critical life changes (Amy Florian)
Advice helps clients to do good for both themselves and others (The Evidence-Based Investor)
The advisory profession
Taking action to make the profession more inclusive (Sara Grillo)
How can advisers be more efficient and productive? (Michael Kitces)
The advice firms investing in financial education (Amanda Newman Smith)
Work and business
There’s a difference between being busy and being productive (Larry Kim)
Strategies for building an effective hybrid workplace (Jim Keane and Todd Heiser)
The small changes that can spell progress for your firm (Brett Davidson)
How to get your financial advice podcast heard (Blair Kelly)
Remember to publicise the improvements you make to your firm (Stephen Wershing)
How best to leverage social media for your business (Samantha Russell)
VIDEO MARKETING FOR ADVISERS
Did you know that our partners at Regis Media provide a wide range of high-quality video content for financial advice and planning firms?
For firms in the UK, we can either come to you, or you can come to Regis Media’s studios in Birmingham, where we have a full white-screen set-up with lights and autocue. For firms outside the UK, we’re happy to talk through the options with you.
If it’s educational content you’re looking for, we have more than 200 pre-produced videos which can be tailored to include your branding, contact details and call-to-action.
Interested? Email Sam Willet, who will be happy to help you.
© Adviser 2.0 MMXXI