What does the financial profession want to see from Cop26?

“Cop26 has an opportunity to support advisers, their clients and broader public, by clarifying the roadmap to net-zero and the associated costs of reaching this goal. While commitments from governments and companies are welcome, it is worth remembering the words of Antoine de Saint-Exupéry -‘A goal without a plan is just a wish.”

What does the financial profession want to see from Cop26? (Lois Vallely)

The client experience

What issues are top of mind for women and their money? (Barbara Stewart and Blair duQuesnay)

The importance of opening up to more diverse clients (Sloane Ortel)

How should we think about the question of client life expectancy? (David Blanchett)

The advisory profession

Ethnic minority workers still report discrimination in the profession (Momodou Musa Touray)

Neurodiversity has a place in the financial profession (Kathryn Knowles)

Sustainable investing is here to stay (Catriona McInally)

Work and business

Common pieces of career advice put to the test (Daniel D. Goering and Christina S. Li)

Improving your mental health by improving your work habits (Lauren Taylor)

What do high performing teams do differently? (Ron Friedman)

Adviser marketing

How to talk about referrals (Stephen Wershing)

Eight questions to help you choose your niche (B. B. Webb)

Easy improvements to your sales process (Michelle R. Donovan)

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.

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