Advisers need to be prioritising “finding out what money means for their clients” in order to be more consistent in their approach, according to Investment Quorum.
Speaking today (8 February) at The Lang Cat's Regenerate 2024 conference, chief executive Petronella West urged advisers to focus on building relationships with clients to "get under the skin of what money means to them". "Clients value consistency," she said. "People have financial advisers because they want someone who can see it all." Satis Wealth Management Chartered financial planner Hitesh Jogia echoed West and warned advisers against underestimating the value of simplicity. "Some advisers not doing the basics and listening to what their client wants," he said. "Advisers m...
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