Client communications need to change with the times
“There is so much incorrect information available from unregulated or unqualified sources, so it is important to build a reliable, online presence that people can access easily, as well as provide the opportunity to seek further clarification from an expert if they need to talk about their own personal circumstances. Financial advice is for everyone and this message needs to be made much more clearly.”
The client experience
Indexing is a winning strategy for many investors (Ben Carlson)
Developing plans that work for both advisers and clients (Adam van Deusen)
The advisory profession
Bigger changes are on the horizon at St James’s Place (Robin Powell)
Could AI solve the trust problem between the public and advisers? (Amanda Newman Smith)
Work and business
How can workplaces help to narrow the advice gap? (Darius McQuaid)
How smaller businesses can back the drive for net zero (Richard K. Blundel)
Are you taking work too personally? (Melody Wilding)
Adviser marketing
How should advisers be reaching out to prospective clients? (Margie Barrie)
What is needed to get more people saving for their pensions? (Samantha Downes)
CONTENT FOR ADVICE FIRMS
Through our partners at Regis Media, TEBI provides a wide range of high-quality content for financial advice and planning firms. The material is designed to help educate clients and to engage with prospects.
As well as exclusive content, we also offer a wide range of pre-produced videos which explain how investing works and the valuable role that a good financial adviser can play.
If you would like to find out more, why not visit the Regis Media website and YouTube channel? If you have any specific enquiries, email Robin Powell, who will be happy to help you.
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