Young people are looking for financial advice

“Our recent survey highlights the disconnect between needing and obtaining professional financial advice, which is especially prevalent in younger generations … As these generations acquire and inherit wealth, they will need wider, easier access to financial advice, and they want it via digitally optimised tools. Advisers who do not evolve risk losing these important and profitable segments to alternative providers and disruptors.”

Young people want and need advice, but they don’t know where to go (Alex Padalka)

The client experience

The success of a firm is dependent on time spent with clients (Ryan W. Neal)

Teaching clients to be more intentional with money (Evidence-Based Investor)

Trust is a crucial component in the client-adviser relationship (Sonia Rach)

The advisory profession

What lies on the horizon for digital and hybrid advice? (Chet Velani)

As tech plays a larger role in the profession, advisers must be aware of data bias (Grace Ata)

What stops women from pursuing financial advice as a career? (Jane Wollman Rusoff)

Work and business

Becoming a collaborative leader in the workplace (Luis Velasquez and Kristin Gleitsman)

Social responsibility can be good for your business (Zachariah Sharif)

How to stay focused on your goals (Darnell Mayberry)

Adviser marketing

What do advisers need to know about the new “Threads” platform? (Rob Burgess)

Tips for tapping into your creativity (Adam Owen)

How financial advisers get leads from social media (Sara Grillo)

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.