How much trust should people have in social media "finfluencers"?
“Some of these influencers are just regular people with no background in finance … Social media can cause people to rush into making uninformed decisions due to a fear of missing out on something that a lot of other people are participating in – and when these trends involve real money, this can sometimes become an issue.”
The client experience
A look at the toughest part of being a financial adviser (Tony Vidler)
How many clients is enough? (Alistair Cunningham)
The advisory profession
Older advisers share their experiences and perspectives (Amanda Newman Smith)
Can parts of the financial planning process be outsourced? (Adam van Deusen)
Work and business
The companies sticking with fully remote work (Alex Christian)
The “85% rule” for combating burnout (Esther Addley)
Eight business traps that advisers need to steer clear of (John Manganero)
Adviser marketing
Developing a brand voice and keeping it consistent (Lauren Hong)
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.
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