Good financial advice is needed more than ever

“Key here is the ability to combine both soft and analytical skills - building strong, trusted relationships to gather the relevant information, while applying tools and resources to create a plan which helps [clients] to feel financially secure. As these findings show, more and more people are recognising the value of financial advice and as an industry we need to look at how we fulfil this.”

Good financial advice is needed more than ever (Sonia Rach)

The client experience

How can advisers engage younger investors? (Ross Liston)

Why do people not talk about their money worries? (The Evidence-Based Investor)

How to be the adviser your clients really need (Bill Rudnick, Scott Capp)

The advisory profession

The time has come for greater fee transparency (Jeff Benjamin)

Have lessons been learned from the Neil Woodford scandal? (Patrick Hosking)

Where does financial planning become financial therapy? (Charlotte Cowles)

Work and business

The underappreciated power of workplace rituals (Erica Keswin)

Why are so many people quitting their jobs? (Kate Morgan)

Support grows for the four-day working week (Joanna Whitehead)

Adviser marketing

Great conversation-starting questions for prospects and clients (Bill Cates)

The importance of specialising (Jeff Berman)

What you need to know about motivational interviewing (Sasha Grabenstetter)

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.

© Adviser 2.0 MMXXII