Finding your feet after a setback

“Experiences such as this provide valuable lessons. It is often more important to know what not to do, than knowing what to do. If I’d kept the conversation about what the prospect wanted and encouraged further engagement, I may’ve eventually found a real financial planning need we could help with. I guess failure really is the best teacher.”

How to find your feet after a setback (Tom Redmayne)

The client experience

How advisers can help clients to separate emotions from investing (Matt Reiner)

Be wary of lazy generalisations about women and finance (Alice Guy)

Helping prospective clients who are resistant to change (Meghaan Lurtz)

The advisory profession

The fundamental building blocks of a resilient advice firm (Sue Viskovic)

The upsides and downsides of working as a financial adviser (Blair duQuesnay)

Impact investing is more important than ever (Hari Balkrishna)

Work and business

What can we learn about negotiating from Succession? (Francesca Gino)

An effective framework for onboarding new employees (Stephanie Bogison)

Seven great books to inspire managers and team leaders (Khe Hy)

Adviser marketing

What is the secret to building a good brand for your business? (Shawna Ohm)

How, and when, should you take online engagement into the real world? (Tony Vidler)

Enriching your website with social proof (Mikel Bruce)

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.