client communication | advicereinvented 22/30

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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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Recent posts

How can advisers ensure that clients’ interests come first?

How can advisers ensure that clients’ interests come first?

How financial advice became about so much more than investing

How financial advice became about so much more than investing

Archive

Advisers need to take their own advice

Sep 28, 2021

Advisers need to take their own advice

"This kind of planning is more important than ever, both for advisers and their clients."

Aim to exceed your clients’ expectations

Sep 8, 2021

Aim to exceed your clients’ expectations

“You benefit from knowing what clients expect of you. You just don’t know until you ask.”

How advisers can identify the right niche for them

Aug 31, 2021

How advisers can identify the right niche for them

"Once you find the intersection of your passion, aptitude, and profit, that is the niche for you.”

Guiding clients through big life changes

Aug 24, 2021

Guiding clients through big life changes

“Advisers can help their clients stay on track to meet their objectives and identify new objectives that arise from the change."

Effectively advising apprehensive first-time investors

Aug 17, 2021

Effectively advising apprehensive first-time investors

"By helping inexperienced clients understand their attitude to risk and capacity for loss, advisers can help ease uncertainty."

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