robo-advice | advicereinvented 6/24

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 9, 2023

It's worth studying the psychology behind financial planning

A little psychological insight can go a long way when advisers are helping clients with potentially difficult lifestyle planning tasks.

May 2, 2023

How great advisers can become great entrepreneurs

Being a great adviser is one thing, but being able to face the challenges of running your own firm are quite another.

Apr 25, 2023

Advisers need to engage with clients on tax literacy

“Sadly, it appears clear from our research that some women may feel less confident when it comes to managing their personal tax affairs...

Apr 18, 2023

Useful advice from veterans of the profession

“It is crucial to have support from outside of your firm and other trusted individuals to share frustrations, challenges and ideas with …...

Apr 3, 2023

Finding your feet after a setback

"Experiences such as this provide valuable lessons. It is often more important to know what not to do, than to know what to do."

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Robin Powell

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