Navigating the future of the advice profession

“Remember, It’s about building relationships, gaining trust and making the complex simple … the future of financial advice won’t be sculpted by tech alone but by those who master the art of using it to meet their client’s needs and dreams.”

Navigating the future of the advice profession (Amanda Newman Smith)

The client experience

What can the profession do to build trust? (Alicja Hagopian)

Helping older clients to plan around divorce (Victoria Zhuang)

The tricky question of retirement for business owners (The Evidence-Based Investor)

The advisory profession

Financial services are home to a wealth of opportunities (Leanne Sawers)

What do new financial advisers need from their employers? (Holly Deaton)

Wellbeing needs to be a bigger part of advice firms’ cultures (Tom Dunstan)

Work and business

The difficulties of making the right decision (Brett Davidson)

A novel approach to taking time off (Jo Hunter)

What does the world of work look like after “the Great Resignation”? (Kate Morgan)

Adviser marketing

Improving your social media reports with Google Analytics (Annette Chacko)

How the pandemic changed marketing (Christine Moorman, Jana Soli, Michelle Seals)

How can you direct traffic to your adviser website? (Justin Adams)

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.