Mismanaged delays leave clients feeling 'duped' - Brett Davidson

Speaking during a webinar, FP advance owner and consultant Brett Davidson said despite the regularity of paperwork delays, many advisers still do not have adequate processes to deal with potentially negative outcomes, such as the client losing trust or feeling duped. Paperwork delays can be the result of a provider asking for more information, forms being lost or general inefficiency at the provider's end. Davidson argued that this can be psychologically difficult for a client. "The client will think, ‘I saw an adviser, he showered me with energy and affection and I have written a che...