client communication | advicereinvented 16/30

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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May 3, 2022

The difference between being rich and being wealthy

Rich means you have cash to buy stuff. Wealth means independence, autonomy, controlling your time, and doing what you want to do.

Apr 27, 2022

What can advisers learn from studying generational differences?

Surveys like this one allow advisers to ask deeper, personal questions about things that can help them to better engage with clients.

Apr 19, 2022

Under-representation in financial advice needs to be tackled head-on

How are we training and supporting our under-represented colleagues for positions in leadership?

Apr 12, 2022

The advice profession continues to evolve

Specifically, integrated goals-based advice is now maturing from its early incarnations and becoming a critical tool for advisers.

Apr 5, 2022

Digital tools can never fully replace human advice

The vast majority of investors in our sample have peace of mind when investing. Their advisers add emotional value.

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Robin Powell

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