Advisers can learn a lot from their clients

“It’s not what I learned from working with them. It’s more like what didn’t I learn? … I learned that your best relationships are not just about solid financial plans and sound investment portfolios. You have to put yourself in their shoes, understand their interpersonal relationships and what makes them happy.”

The value of getting to understand your clients (Jeff Berman)

The client experience

The best advice that advisers can give to clients is about more than just finance (Rebecca Aldridge)

Keeping the “sandwich generation” on the right track for retirement (Sean Allocca)

Helping women plan for the right retirement for them (Eric Hutter)

The advisory profession

Advisers are still not making full use of the benefits of tech (Lois Vallely)

Are advisers confident when it comes to talking about ESG? (Sonia Rach)

What can superhero movies teach us about financial planning? (John Kador)

Work and business

How can you tackle the issue of “overthinking”? (Melody Wilding)

How to come up with a system to improve your productivity (Khe Hy)

Are you using your annual leave time effectively? (Chelsea Ritschel)

Adviser marketing

Asking the right questions to find out what your prospects value (Meghaan Lurtz)

More advisers should be up-front about the value they can provide (Tony Vidler)

How having a clear niche can help your firm to be more efficient (Karen DeMasters)

VIDEO MARKETING FOR ADVISERS

Did you know that our partners at Regis Media provide a wide range of high-quality video content for financial advice and planning firms?

For firms in the UK, we can either come to you, or you can come to Regis Media’s studios in Birmingham, where we have a full white-screen set-up with lights and autocue. For firms outside the UK, we’re happy to talk through the options with you.

If it’s educational content you’re looking for, we have more than 200 pre-produced videos which can be tailored to include your branding, contact details and call-to-action.

Interested? Email Sam Willet, who will be happy to help you.

© Adviser 2.0 MMXXII