Knowledge
Book of Stories 3.0
The third instalment in our Book of Stories series seeks to help advisers support evolving client needs, and understand what it means to work with the next generation of clients.
Read your free copy
Read your free copy of 'Book of Stories 3.0' sent directly to your email.
Providing a deeper insight, Book of Stories 3.0 is driven by quantitative research into the different attitudes and behaviours toward financial planning across generations, cultures, and social classes, in addition to their perceived value of advice.
Key themes covered
- Covid-19 and its impact on client vulnerability
- The increasing need for conversation, counselling, and emotional support
- To save or splurge – the UK’s saving goals
- Intergenerational wealth transfer
- The growing role of financial wellbeing
- Why clients are delaying major life moments
Get 30 mins of unstructured CPD
In order to receive your CPD certificate, please email a reflective statement after you have read the research.
Read the report
Book of Stories 1 & 2
Read the full series
Did you miss our first two whitepapers in the series?
- Book of Stories 1.0 sought to share know-how with financial advisers about retaining family wealth business. Sharing our experiences to help you make the most of the great wealth transfer.
- Book of Stories 2.0 provided a comprehensive look at families' attitudes towards multi-generational finances and advisers' experiences of managing intergenerational wealth, to provide practical ideas on how you can engage with your next generation of clients.