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.

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Complete the form to receive 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

Arrange a meeting

If you would like to discuss any of the themes raised in the report or set up a meeting to understand how we can help you, tick the arrange meeting option within the form.

Get 30 mins of unstructured CPD

In order to receive your CPD certificate, please email a reflective statement after you have read the research.

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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.

Download your free copy

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.