Mechanics and guides: The growing trend of dual role advisers

‘We're trying to upskill every adviser to have those deeper conversations’

Ayesha Venkataraman
clock • 6 min read

There’s a movement brewing in the advice industry towards financial wellbeing, with more advisers seeking deeper understanding with both clients and in fact themselves, Ayesha Venkataraman writes…

The advice industry is at another inflection point, says Octo Members Group managing director Lee Robertson. He explains: "Every now and again, advice moves forward. Advisers have moved away from being a kind of distribution sales type arm, to being highly qualified, very good technical specialists. As the better of them seek to move forward, what they have realised is that you can have all the technical knowledge in the world, but you have got to have a real empathy, a real deep understanding of what makes their clients as human beings tick." "It's not about the money. It's about the...

To continue reading this article...

Join Professional Adviser for free

  • 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
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Government's FOS reforms 'a mixed bag'

Government's FOS reforms 'a mixed bag'

Some changes appear to be ‘lacking in any substance,’ commentators say

Isabel Baxter
clock 16 July 2025 • 4 min read
PA360 North: First speakers revealed!

PA360 North: First speakers revealed!

Event returns to Warrington later this year

Professional Adviser
clock 16 July 2025 • 1 min read
FCA fines Barclays £42m over anti-money laundering failings linked to WealthTek

FCA fines Barclays £42m over anti-money laundering failings linked to WealthTek

Bank accused of missing basic due diligence checks as £34m was deposited into WealthTek client account

Sahar Nazir
clock 16 July 2025 • 2 min read