Advisers urged to communicate with clients more effectively

Quilter launches client communication guide for advisers

Isabel Baxter
clock • 2 min read

Quilter has launched a client communications guide to help financial advisers deliver messages to clients more effectively.

Using behaviour science principles, the wealth manager has provided advisers with a framework with the aim to help comply with the Consumer Duty's ‘Consumer Understanding' outcome. Quilter refers to this framework as CLEAR, an acronym designed to make existing client communications more customer friendly. The acronym stands for: Capture my attention: help customers to pay attention to the right piece of information at the right time. Lighten the load: reduce the complexity of information and the effort required to process it. Explain what it means for me: remove ambiguity by man...

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