Advisers missing out on 'enormous' business opportunities

Adviser Impact's report The Rules Of Engagement, which was published with Vanguard Asset Management, found that the ways advisers usually judge success - such as on trust and loyalty - were not good indicators of how well a business would do in the future. The study found clients who were less engaged with what their adviser does for them were far less likely to refer them to their friends and family even if they were seen to be happy with their service. Adviser Impact chief executive Julie Littlechild said:"Advisers may have been measuring success in the wrong way for a lot of years....