Adviser urges focus on psychology in client relationships

Advisers called to observe their clients’ personalities in financial planning

Sahar Nazir
clock • 1 min read

Advisers are being encouraged to prioritise the psychological aspect of client relationships as trust is the “most important thing in financial planning,” according to Wronksi Wealth Management financial adviser Harriet Compton.

Speaking on a Personal Finance Society webinar - What it's like managing and protecting clients' money: What does a financial adviser actually do, and why? - Compton highlighted the role of trust and client-focused approach in her profession. She said advisers should tailor their approach to each client's personality. "Most of my relationships with clients is about psychology," she said. "It is about finding out about their personality. What kind of person is your client? How do they like to handle their money? "Understanding who your client is on a personal level is essential," sh...

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