How can advisers be aware of financial abuse?

“The difficulty often is that financial abuse may only come to light once that person has passed away. In those circumstances, it can be difficult to obtain the necessary evidence or information. As such, it is incumbent on all of us as financial or legal advisers, trustees and/or executors to be vigilant to the signs of financial abuse. Indeed, the same can be said for our loved ones if we have concerns or suspicions that a friend, relative, carer or even professional adviser might be taking advantage of them.”

Red flags to look out for when spotting financial abuse (Laura Philips)

The client experience

Could the cost of living crisis lead to more pension scams? (Jean-Baptiste Andrieux)

Overpaying to invest can put a serious dent in your returns (The Evidence-Based Investor)

How to optimise the energy we put into financial planning (Tim Maurer)

The advisory profession

Tech literacy should be a priority for advisers (Heather Hopkins)

How are advice firms dealing with rising costs? (Amanda Newman Smith)

Can only working with affluent clients affect adviser wellbeing? (Meghaan Lurtz, Michael Kitces)

Work and business

Good onboarding is the key to better worker retention (Donald Tomaskovic-Devey, Reyna Orellana)

The hybrid work debate around the world (Mark Johanson)

When is it time to say “no”? (Arlene Moss)

Adviser marketing

Effectively starting a conversation with prospective clients (Bryce Sanders)

Is your website tailored for high net worth clients? (Justin Adams)

Must-have elements for an adviser website (Crystal Butler)

VIDEO MARKETING FOR ADVISERS

Did you know that our partners at Regis Media provide a wide range of high-quality video content for financial advice and planning firms?

For firms in the UK, we can either come to you, or you can come to Regis Media’s studios in Birmingham, where we have a full white-screen set-up with lights and autocue. For firms outside the UK, we’re happy to talk through the options with you.

If it’s educational content you’re looking for, we have more than 200 pre-produced videos which can be tailored to include your branding, contact details and call-to-action.

Interested? Send us an email, and we will be happy to help you.

© Adviser 2.0 MMXXII