Advisers urged to keep client communications simple and intuitive

During a session at NextGen Planners Elements conference, Dimensional regional director and vice president Steven Greenfield and Dimensional senior associate Sarah Stacy spoke on communicating the value of advice. Stacy shared three points that advisers should keep in mind when engaging with clients. These included keeping it simple and intuitive, making it personal and personalised, and embracing all the learning cycles. She added: "It is about giving your clients perspective." Most clients measure the value they receive from their adviser by a sense of security and peace of mi...