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.

Get your free copy

Complete the form to receive your free guide, which we will send you by email.

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

Arrange a meeting

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.

Download your free guide

More insights

Equity rally continues
By Garry White
Chief Investment Commentator
01 Mar 2024 | 7 min read
War dominating global diplomacy
By Charles Stanley
29 Feb 2024 | 5 min read
Electric cars face a long road to net zero
By Charles Stanley
28 Feb 2024 | 13 min read
US sanctions and Russia's foreign policy battle it out
By Charles Stanley
26 Feb 2024 | 9 min read

Download your free guide