robo-advice | advicereinvented 7/24

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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Mar 28, 2023

What does it take to start an advice business?

Building a real advisory practice takes much more than product knowledge and sales skills. Real advisors have to truly, deeply care.

Mar 20, 2023

How must firms adapt to best serve the next generation of clients?

One of the major questions for the advice profession: how can we assist those who will need regulated advice but are currently underserved?

Mar 13, 2023

Is financial education having the right effect?

How much is known about the potential effect of financial education courses on factors beyond basic financial literacy?

Mar 6, 2023

What’s the most effective way to invest in your own business?

"I always like to see where firms spend money in the areas clients don’t see – the areas that sit quietly behind the scenes."

Feb 27, 2023

Help your clients overcome these behavioural pitfalls

At times like this, it is the job of the adviser to act as a voice of reason, to remind clients they are investing for the long term.

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Robin Powell

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