Investing superpowers to share with your clients

“My view is that most investing debates do not reflect genuine disagreement; they reflect investors playing different games talking over each other, upset that people who don’t want what you want can’t see what you see. Understanding your game, without being swayed by people playing different games, is a rare investing power.”

Five essential investing powers (Morgan Housel)

The client experience

How to guide your clients through change (Meghaan Lurtz)

Something that every woman should know about pensions (Simoney Kyriakou)

Advisers need to be passionate about the issues affecting clients (Stephen Wershing)

Finding the right retirement strategy for your clients (Richard Dinham)

The advisory profession

After Cowspiracy and Seaspiracy, what about Fundspiracy? (The Evidence-Based Investor)

How has COVID-19 changed wealth management? (Mark Burgess)

Changing how the profession thinks about tax (Stephanie Brobbey)

When training new advisers, a cookie-cutter approach isn’t enough (Adam Owen)

Work and business

The pay gap is about a lot more than just money (Kate Gautier and Lalith Munasinghe)

Workers need as much of a say in the future of work as employers (Andrew Pakes)

Why empathy and compassion need to be a part of your corporate culture (Eric Mosley)

Adviser marketing

Which social media platforms are right for your brand? (Crystal Lee Butler)

Valuable lessons to apply to your social marketing strategy (Tony Vidler)

The psychological principles that can help you connect with your audience (Wesley Cherisien)

What financial advisers need to know about starting up on LinkedIn (Sara Grillo)

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? Email Sam Willet, who will be happy to help you.

© Adviser 2.0 MMXXI