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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
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Get 30 mins of unstructured CPD
In order to receive your CPD certificate, please email a reflective statement after you have read the research.
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.