Financial wellbeing is revolutionising the advice profession

“Financial wellbeing is not a fad; it is the direction of travel for the financial advice profession … A client who has a great financial planner and then sees what financial wellbeing can add is unlikely to go back. They will stick with someone who understands how to create a plan that will make them happy, not just wealthier.”

Financial wellbeing is revolutionising the advice profession (Chris Budd)

The client experience

How can you show clients that you’re emotionally compatible with them? (Ryan Murphy)

AI won’t replace advisers, because human clients need human advice (Brian Portnoy)

Conversation is vital when it comes to succession planning (Gregg Greenberg)

The advisory profession

Finding renewed purpose in financial planning (Elijah Nicholson-Messmer)

With the rise of generative AI comes a need for advisers to prioritise cybersecurity (Rob Burgess)

A critical look at how advisers should take practice management advice (Derek Tharp)

Work and business

Why is presenteeism still an issue in so many workplaces? (Josie Cox)

What you need to know about employee wellness (Jennifer Goldman)

Taking time off is essential for health and wellbeing (Rebecca Zucker)

Adviser marketing

Emotions are at the forefront when clients make hiring decisions (Alex Padalka)

Facebook marketing for financial advisers (Justin Adams)

The challenge of organic growth (Philip Palaveev, Mark Schoenbeck)

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.