What inspired you to become a financial planner?

“I had the privilege of being allowed into the most emotional and trying parts of peoples’ lives. Then, financially, we developed a plan that worked for them. It involved conversations, financial projections, spreadsheets, more conversations, and the opportunity to change it as life changed. That’s why I became a financial planner … to help people navigate the uncertainty of life, to marry the economic side of things with the emotional, and be a thinking and accountability partner as life changes.”

Why I became a financial planner (Elliot Appel)

The client experience

History proves that patience is a virtue for clients (Craig Lazzara)

Drawing up a long-term retirement roadmap (Kenneth Van Leeuwen)

How does social media affect young people’s financial wellbeing? (Michael S. Fischer)

The advisory profession

Making the economic case for ESG investing (Jean-Baptiste Andrieux)

How can the profession better serve the self-employed? (Amanda Newman Smith)

New data reveals the gender inequality within financial advice (Ruby Hinchliffe)

Work and business

The cost of living crisis brings the benefits of remote work into focus (Colin Dean)

Help your team to work more effectively (Mita Mallick)

Gaining inspiration from role models (Matt Oechsli)

Adviser marketing

Is your marketing honest? (Sara Grillo)

Social media is still relatively underused amongst advisers (Tony Vidler)

Are you familiar with these digital marketing tools? (Ruby Warren)

CONTENT FOR ADVISERS

Regis Media, which produces Adviser 2.0, provides financial advice firms with the content they need to promote their businesses, to communicate with their clients and to help explain how investing and the financial markets work.

We specialise in video content. As well as unique, custom-made videos, we also offer pre-produced content in your own branding.

Why not visit our website? We would love to work with you.

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