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.

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.

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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

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

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