Helping your clients to plan for a happy retirement

“Each of us has something like a “Happiness 401(k)” that we invest in when we are young, and that we get to enjoy when we are old. And just as financial planners advise their clients to engage in specific behaviours—make your saving automatic; think twice before buying that boat—we can all teach ourselves to do some very specific things at any age to make our last decades much, much happier.”

Seven habits that contribute to a happy retirement (Arthur C. Brooks)

The client experience

Underspending in retirement: what does it mean? (Sarah Newcomb)

What rugby can teach us about retirement planning (Fiona Tait)

What’s the secret to effective client onboarding? (Adviser Voice)

The advisory profession

There’s never been a better time for women to join the profession (Amanda Newman Smith)

Are financial planners thinking enough about their own retirement? (Gregg Greenberg)

Is fund management supposed to be exciting? (Patrick Cairns)

Work and business

Watch out for these job interview red flags (Rebecca Zucker)

Some things are certain when you run a financial planning firm (Brett Davidson)

A big downside to masking your stress at work (David Robson)

Adviser marketing

Using visuals to get your message across effectively (Michael Lecours)

Video has a role at every stage of the customer journey (Natalie Hilscher)

What does growth really mean to your business? (Tony Vidler)

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