financial planning | advicereinvented 4/29

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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Jul 11, 2023

Young people are looking for financial advice

Advisers who do not evolve risk losing these important and profitable segments to alternative providers and disruptors.

Jul 4, 2023

Financial advice is about purpose, not process

Evolving financial planning from process to purpose means shaping the individual experience in order to improve clients' lives.

Jun 19, 2023

How can new advisers overcome imposter syndrome?

Shift your focus away from trying to have all the answers all the time, and focus instead on goals and on your clients as individuals.

Jun 12, 2023

We can learn a lot about money and purpose from HBO's Succession

There’s an awful lot to unpick in the quest to realising that chasing money isn’t actually conducive to living a good life.

May 31, 2023

How can financial planners reach Generation Z?

When it comes to reaching younger people, the best thing you can do is get online and try and counteract misinformation with quality.

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Robin Powell

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