Making rational decisions for your firm

“The human brain is awesome. It’s also sneaky. So don’t trust it blindly, especially when it comes to choosing a business partner. Instead, slow down, and analyse the situation with a rational method. Make sure you ask and answer the right questions — consider the business needs, not your appreciation of the person. Look for statistical and/or concrete evidence that supports or discredits your decision.”

Keep your biases in check when choosing a business partner (Nabil Alouani)

The client experience

How to attract the next generation of financial advice clients (Ginger Szala)

Why financial wellbeing matters to your clients (The Evidence-Based Investor)

Ideas to share about how to make retirement as rewarding as possible (Joe Kesler)

The advisory profession

The profession needs to do more to increase diversity and inclusion (Liz Field)

The evolution of ESG investing terminology (David Thorpe)

The pros and cons of being a data-driven adviser (Angie Herbers)

Work and business

How to delegate effectively (Brett Davidson)

A ten-point MRI for assessing your company culture (Mitzi Perdue)

Managing anxieties when working from home (Melody Wilding)

Seven gradual steps for long-term business success (David Haintz)

Adviser marketing

Making the most of testimonials as a marketing tool (Stephen Wershing)

How should you engage with complaints on social media? (Alireza Golmohammadi, Taha Havakhor, Dinesh Gauri, and Joseph Comprix)

What advisers need to know about videos and podcasts (Crystal Butler)

Mistakes to avoid with testimonial marketing (Patrick Brewer)

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