Empathy biggest element for advisers and clients but other opinions differ - PortfolioMetrix

Empathy and trust

Sophie King
clock
Advisers and clients believe empathy is the biggest element of service.
Image:

Advisers and clients believe empathy is the biggest element of service.

Both advisers and clients believe empathy and trust is the most important element of service that can be offered from financial advice, but their views then diverge research by PortfolioMetrix has found.

The research, which surveyed 203 adviser and 144 clients, asked advisers and clients to rank the key elements of service they believe to offer the most value. Of those surveyed, 76% of advisers chose empathy...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Tap into our community intelligence through our regular Pro Adviser poll.
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PA360 North: Advisers should enable clients to live happier, more fulfilled lives

Advice should enable clients to live 'happier, more fulfilled lives'

Incorporating the Financial Wellbeing Index

clock 09 December 2021 • 2 min read
PA360 North: Build branding on 'distinctiveness' not company name

PA360 North: Build branding on 'distinctiveness' not company name

What makes your firm different?

Jenna Brown
clock 09 December 2021 • 1 min read
Advisers, share your views on the PFS/CII deregistration 'debacle'

Advisers, share your views on the PFS/CII deregistration 'debacle'

Pro Adviser Poll

Professional Adviser
clock 09 December 2021 • 1 min read