Digital tools can never fully replace human advice

“The lack of emotional support from digital advisers is an unreplaceable advantage for human advisers … ‘By their nature financial markets tend to be volatile, which may make investors anxious during market corrections,’ [a] report, co-authored by Vanguard’s behavioural economist Paul Costa and head of investor behaviour Jane Henshaw, stated. 'The vast majority of investors in our sample have peace of mind when investing. This is in large part because they believe that their advisers add emotional value.’”

Research finds that client loyalty lies in human advisers (Chris Dastoor)

The client experience

A more flexible way of thinking about a client’s financial journey (Sarah Newcomb)

Ideas to share: investment lessons from genuine experts (The Evidence-Based Investor)

Clients entering retirement need more than just product advice (Ben Peele)

The advisory profession

Finance may change, but the core principles remain valuable (Ben Goss)

A look at one of the biggest obstacles to entering into the profession (Sean Allocca)

A reflection on ESG (Jean-Baptiste Andrieux)

Work and business

What is holding your business back? (Brett Davidson)

Thousands of UK workers taking part in the four-day week trial (Jasper Jolly)

Where we’re going wrong with collaboration (Rob Cross)

Adviser marketing

Growing your firm with video (Blair Kelly)

What do prospective clients really value from an adviser? (Matt Reiner)

Creating the conversations within your niche (Lieu Pham)

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? Send us an email, and we will be happy to help you.

© Adviser 2.0 MMXXII