How the pandemic has changed clients' priorities

“The Covid-19 pandemic has had ‘far-reaching effects’ on clients and younger ones want to engage their wealth manager using more technology. However, the effects ‘go far beyond investors’ ever-growing appreciation for digital channels … Clients are becoming more risk averse, are increasingly focused on achieving personal goals aligned to their purpose, and want to enhance their financial protection, diversification and security...”

How the pandemic has changed clients’ priorities (Michael Thrasher)

The client experience

The advising roadblock that isn’t talked about nearly enough (Andy Hart)

How useful are risk tolerance questionnaires? (The Evidence-Based Investor)

How to keep delivering value to clients (Rob Isbitts)

How to be more empathetic towards your clients (Beverly Flaxington)

The advisory profession

In times of change, advisers shouldn’t ignore the writing on the wall (Ken Haman)

Remote hiring has benefited the profession in a number of ways (James Woods)

Do advisers need to reconnect with soft skills? (Adam Owen)

The mistakes that advisers make when it comes to ESG investing (Bernice Napach)

Work and business

The potential business risks of going “back to normal” (Martin Bamford)

How to keep productive when faced with “overwhelm” (Patty Kreamer)

Diversity training should be seen as just one part of a larger process (David Robson)

Adviser marketing

How advisers can use Robert Cialdini’s principles of persuasion to attract clients (Evan Beach)

The value of broadening your social media horizons (Alli Romano)

How to persuade the unpersuadable (Adam Grant)

CONTENT FOR ADVISERS

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