Robin Powell







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Branded videos to explain financial planning to prospects

My colleagues and I at Regis Media recently asked our clients and prospects this question: What would you really us to produce a video about, to help you attract new clients?

The overwhelming response we had was that people have trouble understanding the value of working with a financial planner. What firms wanted more than anything was a video explaining what financial planning is. How does a planner differ from an adviser? What can a planner do for me? What can’t they do? And is it worth my hiring one?

So we made just that video, and here it is. It’s three minutes long. If you would like your own version of it, in your firm’s branding, and including your contact details and call-to-action, we can provide one for you. We ‘re making separate versions of it for different English-speaking markets — the UK, Ireland, the United States, Canada, Australia, New Zealand and South Africa.

If you’re interested, just drop a line to my colleague Sam Willet or give him a call on +44 7449 738932.

Financial planning is one of the most misunderstood of all the professions. But done well, it can transform lives. Let’s get the message out there!

This video is part of a series called The Basics of Investing. We currently have seven videos in the series, and we can produce adviser-branded of all seven. The subjects covered are as follows:

What are the different asset classes?

What are the different types of risk?

How predictable are market returns?

Why is it so important to diversify?

How hard is it to beat the market?

What is evidence-based investing?

What is financial planning?

What subjects would you like us to cover in future videos? We’d love to hear your suggestions. Just contact us via the Regis Media website.