client communication | advicereinvented 23/30

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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Aug 10, 2021

How to engage clients in the financial planning process

"Once a client has a base understanding of their current financial situation, it becomes much easier to get them connected to the numbers."

Aug 3, 2021

Advisers need to step up against misinformation

We need to call out the misinformation. We should educate the wider population about making better decisions with their money."

Jul 28, 2021

Young people need financial education more than ever

"How can we justify not equipping young people with the tools and the confidence to recognise bad advice when they see it?"

Jul 22, 2021

We're at a tipping point in the history of the advice profession

A "tipping point" is a moment in history when a compelling idea crosses over and becomes unstoppable. We’re at such a point right now.

Jul 20, 2021

The challenges facing the next generation of advisers

"Making professional advice affordable, accessible and relevant to this next generation is the challenge advisers face.”

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Robin Powell

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