Advising clients through the January blues

“There is a link between our financial wellbeing and other pillars of wellbeing, notably our mental health, as our finances underpin most areas of our lives. The new year can be an opportune moment for advisers to remind people we should take the same approach to finances as we do with other aspects of our lives. We can do this by creating positive behaviours that will positively impact our futures. What is the best way to convey the benefits of financial advice to existing and potential clients?”

Advising clients through the January blues (Leigh Dunkley)

The client experience

Overcoming objections to financial advice (Allan Roth)

What clients need to know about spending decisions (The Evidence-Based Investor)

Advisers need to stay focused to navigate clients through the new year (Simoney Kyriakou)

The advisory profession

How can we democratise financial advice? (Momodou Musa Touray)

Is a four day week feasible in the advice industry? (Chloe Cheung)

Advisers need to acknowledge the “advice gap” (Katie Pigden)

Work and business

Encouraging people to speak up in virtual meetings (Joel Schwartzberg)

How to network effectively, whether in person or virtually (Martin Zwilling)

Turning New Years Resolutions into actionable goals (Calibrating Capital)

Adviser marketing

Five tips for writing well on social media (Eric Sim, CFA and Simon Mortlock)

The questions to ask yourself about referrals (Stephen Wershing)

Where can you add value? (Tony Vidler)

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 MMXXI