The finished prototype: what makes a perfect adviser?

PERFECT

clock • 6 min read

Charlotte Richards gets the answers from those inside the industry…

There are certain things clients will expect from their trusty adviser; excellent technical knowledge and a desire to do the best job possible are perhaps two of the more obvious. But in a world of increased regulation and fees, these qualities may no longer be sufficient. Clients will expect more. We ask seven practitioners for their opinions on what makes the perfect adviser.   David Williams, managing director, Jones Sheridan "A good adviser is proactive at building relationships and focused on keeping the lines of communication open. Fundamental to any successful adviser/c...

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