Advisers understand client needs better than everyone else, says Dan Kemp, though he argues they could be even more successful if they used behavioural science to better understand and evolve client behaviours.
The Morningstar chief investment officer, who was for almost a decade a financial adviser himself, says he finds it "incredible that clients open up and tell advisers things they don't tell anyone else"....
34 years in the profession
Philip Howell the new boss
Filling Christopher Woodlard’s shoes
As important as DB transfers
Customer numbers rise an average 3.1% across all providers
It’s The Pro Adviser Podcast
Defer to 2021/2022