Advising couples can pose unique challenges
“Accordingly, communicating with couples and families as a unit – instead of with the individuals within the unit – is not something that advisors normally receive training on, but that does not mean that it is unimportant or not useful. On the contrary, because training isn't formally offered, it's more important for advisors to continually work on improving their communication skills with couples to best serve their clients who are partnered or married.”
The unique challenges of advising couples (Meghaan Lurtz)
The client experience
It’s a great time to be an ordinary investor (The Evidence-Based Investor)
Providing empathetic advice to a grieving client (Sara Grillo)
The advisory profession
Should advisers embrace the one-page financial plan? (Jeremy Walter)
Remote advice can be good for your firm (Alison Steed)
Work and business
The principles of building an effective team (Brett Davidson)
Navigating the questions of the hybrid workplace (Beverly Flaxington)
What does work mean to you? (Hubert Joly)
Adviser marketing
How much time should advisers spend on marketing? (Tony Vidler)
How can Google Search Console help with your firm’s SEO? (Stuart Farst)
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
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