The benefit of sharing your life experience with clients
“It’s all about having that conversation with the clients. Spending that time building rapport and helping them understand why they need to cut down on their spending or increase their pension contribution. If they don’t understand their whys, it makes it so much more difficult to change their situations,”
The benefit of sharing your life experience with clients (Momodou Musa Touray)
The client experience
Advisers are helping young people to become more optimistic (Benjamin Lev)
Around half of all UK adults have been affected by financial scams (Jane Matthews)
Helping clients to ride out the tough times (Sheryl Rowling)
The advisory profession
What can firms expect from the consumer duty? (Sheldon Mills)
How can advisers improve consumer confidence in the profession? (Adam Van Deusen, Michael Kitces)
Many firms still don’t understand new regulatory changes (Jean-Baptiste Andrieux)
Work and business
How do you set career goals when you feel overwhelmed? (Heidi Grant)
Financially secure employees will tend to stick around (Gregg Greenberg)
Can “micro-breaks” make you more productive? (Tara Law)
What advisers need to know about social media marketing (Susan Theder)
Guidelines for marketing towards today’s consumer (Martin Zwilling)
Look at your brand from the customer’s perspective (Mark Ritson)
CONTENT FOR ADVISERS
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