Looking ahead to a new world for financial advice

“As a direct result of the restrictions of the past year, advisers and clients have been forced to embrace technology in a way that would have been unimaginable before the pandemic. The result is a unique opportunity for advisers to expand their offerings to consumers by the creative use of remote technology and marketing… there is a likelihood that advice will become generally more affordable, which in turn will help us narrow the savings and protection gap.”

The future looks exciting for financial advisers (Ken Davy)

The client experience

Do you know what your clients need from you? (Gill Cardy)

Delivering the right advice for your clients (Tony Vidler)

Confronting your clients’ fear of failure (Meghaan Lurtz)

The advisory profession

Human advisers provide what digital platforms cannot (Jeff Benjamin)

How has the pandemic changed the advice profession? (Bob Veres)

Four lessons from an investing pioneer (The Evidence-Based Investor)

Work and business

Will the new ways of working stick once things are back to normal? (Darren Cooke)

What do people need to reach their full potential? (Zorana Ivcevic, Robin Stern, Andrew Faas)

Philanthropy and social purpose are becoming urgent priorities for businesses (Bruce DeBoskey)

Four productivity solutions that can change your working life (Lewis Byford)

Adviser marketing

“Godfather of influence” Robert Cialdini on the future of persuasion (Jane Wollman Rusoff)

Why advisers should get into podcasting (Megan Carpenter)

How to become to the go-to firm for your niche (Brett Davidson)

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