How do you build financial confidence and wellbeing?

“I believe it’s important for people to build a sense of financial confidence that is not attached to one’s income or net worth but to their ability to manage resources well, to make high-quality decisions, and to handle inevitable setbacks with creativity and grace. These skills can be developed regardless of your current income or net worth.”

How do you build financial confidence and wellbeing? (Sarah Newcomb)

The client experience

Behavioural finance is the key to helping clients (Jane Wollman Rusoff)

How does mental illness affect estate planning? (Laura M. Brancato, Mary O’Reilly)

What beliefs underpin a client’s financial behaviour? (Morgan Housel)

The advisory profession

More advisers are adopting fixed fees to reflect client needs (Michael Taffe)

SPIVA, and the case against active management (Monevator)

A group of advisers discuss the pros and cons of direct indexing (Sara Grillo)

Work and business

Short breaks can help boost your energy at work (Nicola Davis)

Develop your confidence in order to develop your business (Anita Muecke, Cathay Kayess, Andrew Lane, Iain Jeffery)

The advice industry is split on hybrid work (Jane Matthews)

Adviser marketing

What does it mean to build your brand influence? (Tony Vidler)

Are prospects responding to your messages? (Kerry Johnson)

Getting bigger content marketing results with a smaller team (Ann Gynn)

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.

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