Knowledge
The New Client Contract
The pandemic has transformed our lives in many ways, not least client expectations. We’ve seen the advancement of digitalisation, shifts in family dynamics, as well as new ways of working to embrace. As a result, financial advisers have a broader role to play.
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Following the launch of Book of Stories 3.0 and as part of our ongoing commitment to the adviser community, we are pleased to provide the third of our practical support guides.
Get key stats and analysis that outline the changing needs of clients. You’ll also find actionable tips to help retain and renew these crucial relationships in your role.
Key themes covered
- How financial advisers’ relationships with clients are evolving
- The role of technology
- Drivers of change towards the new client contract
- The impact of inflation on financial advice
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More insights
Knowledge
Client Vulnerability – The Challenge for Advisers
When it comes to giving financial advice, the conversations are rarely just about money. Vulnerable clients may require extra consideration around health, family, and other external factors.
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.
Article
What can we expect in 2025?
