Consumer duty will improve the public perception of the profession

“I think of culture as being the personality, habits and ethos of the organisation… Cultures that are purposeful. That have sound controls and good governance. Where employees feel psychologically safe to speak up and challenge.”

Consumer duty will improve the public perception of the profession (Sonia Rach)

The client experience

Are goals in financial planning a help or a hindrance? (Tim Maurer)

How to handle a sudden financial windfall (Beth DeCarbo)

When do financial tensions turn into arguments? (Sarah Newcomb)

The advisory profession

Easing the burden that comes with regulation and compliance (Lois Vallely)

Why indexing works and continues to grow (The Evidence-Based Investor)

The many ways that advisers can add value (Adam van Deusen)

Work and business

How do you communicate your company’s strategy? (David Lancefield)

With new kinds of work are new kinds of micromanagement (Megan Tatum)

Building the right team for your business (Gerry Herbison)

Adviser marketing

The marketing mindset that advisers need to adopt (Jim Dickson)

Cracking the content creation problem (Tony Vidler)

Creating a visual-first marketing strategy (Justin Adams)

CONTENT FOR ADVISERS

Regis Media, which produces Adviser 2.0, provides financial advice firms with the content they need to promote their businesses, to communicate with their clients and to help explain how investing and the financial markets work.

We specialise in video content. As well as unique, custom-made videos, we also offer pre-produced content in your own branding.

Why not visit our website? We would love to work with you.

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