The pandemic has transformed our lives in many ways, not least client expectations. We’ve seen the advancement of digitalisation, shifts in family dynamics, as well as new ways of working to embrace. As a result, financial advisers have a broader role to play.
To reach their clients in the life moments that matter most, many advisers are adjusting their services to incorporate more client engagement.
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 third of our practical support guides.
Complete the form to receive your free guide, which we will send you by email.
Get key stats and analysis that outline the changing needs of clients. You’ll also find actionable tips to help retain and renew these crucial relationships in your role.
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.