Does your marketing focus on how you stand out from the competition?

“First, firms can choose to show how they're different by focusing their marketing messages on the needs of their ideal client type (i.e., the demographics, behaviour patterns, motivations, as well as goals and financial details of the clients the firm would like to serve). Because the largest firms typically cast a very wide net when it comes to attracting prospective clients (whether in terms of age, profession, planning needs, or other factors), serving a client base with a narrower set of characteristics can help a firm stand out.”

Does your marketing focus on how you stand out from the competition? (Adam van Deusen)

The client experience

Taking on a friend as a client creates a set of unique challenges (Bryce Sanders)

The financial challenges faced by young people (The Evidence-Based Investor)

Thinking about money as a tool (Darius Faroux)

The advisory profession

Making AI work for the advice profession (Nathan Stevenson and Browning Mank)

More advisers from diverse backgrounds will help the profession thrive (Tom Dunstan)

A wide selection of smaller firms is important for the health of the industry (Lois Vallely)

Work and business

Solving the problem of an overworked, but underperforming, team (Eduardo Briceño)

The consequences of a negative workplace culture (Heather Stewart)

The hidden cost to your business (Brett Davidson)

Adviser marketing

Social media is a vital tool for attracting younger clients (Sahar Nazir)

Following up with prospects that “ghost” you (Dan Solin)

How can advisers manage their SEO? (Geoff Moore)

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.