IFW report highlights adviser skills clients seek

'Client goals and dreams'

clock • 3 min read
"Clients choose advisers based on their ability to identify and meet the clients' goals and dreams," the IFW said.
Image:

"Clients choose advisers based on their ability to identify and meet the clients' goals and dreams," the IFW said.

The initiative for financial wellbeing (IFW), a non-profit organisation launched in 2019, has published a white paper that investigates what clients look for in a financial adviser and why they do so.

The report, sponsored by Aegon, looked at the factors clients believe to be the most important in financial advisers. "The standard view of the financial planning role is usually associated with performing...

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 Business

"We have been here before," says Carl Lamb, executive director at Smith and Pinching

'We have been here before': Advisers recall 90s inflation nightmare

'It felt like my salary went back 10% each year'

clock 19 January 2022 • 2 min read
Last year's WIFA winners

Nominations open for Women in Financial Advice Awards 2022

Awards ceremony set for 6 July

Professional Adviser
clock 19 January 2022 • 1 min read
Benchmark's latest acquisition is part of the firm's strategy to not only expand its own advice but also to support firms with their own, structured efficiency, growth and exit planning, it said.

Benchmark Capital snaps up Redbourne Wealth Management

Completes 26th IFA acquisition

clock 17 January 2022 • 2 min read