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.
Read our exclusive guide
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 first of our practical support guides.
Client Vulnerability – The Challenge for Advisers provides guidance and actionable tips to help financial advisers future-proof their business.
Along with key stats and analysis, you’ll find guidance on how to identify and support vulnerable clients through the advice journey.
Key themes covered
- The impact of inflation on vulnerability
- Case studies in vulnerability
- Procedures and processes
- Tips for helping vulnerable clients
Read the guide
More insights
Watch our webinar which touches on external factors such as the pandemic which have exacerbated the number of vulnerable people and how it is not always obvious to spot. Along with our latest market commentary.
