Is financial education having the right effect?

“It is increasingly common for universities to offer financial education or life skills courses as electives, the authors note. However, less is known about the potential effect of these courses on factors beyond basic financial literacy — from the levels of financial stress experienced by course-takers to their actual financial well-being during their working lives and retirements.”

Is financial education having the right effect? (John Manganaro)

The client experience

How do you initiate the succession planning conversation? (Dan Cupertino)

Six common investing myths debunked (The Evidence-Based Investor)

New tools from Vanguard highlight the importance of financial coaching (Edward Hayes)

The advisory profession

What can the profession do to prevent the problem of “brain drain”? (Simoney Kyriakou)

What does it mean to be professional? (Amanda Newman Smith)

A look at the future of adviser services and platforms (Michael Kitces)

Work and business

Essential soft skills for any workplace (Marlo Lyons)

What have we learned about hybrid working since 2020? (Linda Geddes)

Is there a solution to burnout? (Alex Christian)

Adviser marketing

The pros and cons of social media marketing for advisers (Amy Austin)

How should you frame conversations with your prospective clients? (Meghaan Lurtz)

When should current events affect your content schedule? (Ann Gynn)

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.