Chris Budd: Are you making your clients happier?

Intrinsic or extrinsic motivations?

clock • 4 min read

During lockdown, some advisers I speak to are much busier than usual, while are much quieter and have time on their hands, says Chris Budd. Here, he sets out why advisers should use this time to review advice procedures to see if you're making clients happier.

I've been running a series of online workshops with behavioural finance expert and Be-IQ director of behavioural insight Neil Bage, looking at behaviours around money and how advisers might deal with them (they're available for download, just drop me a line). The research for these has brought out some really interesting ways of making wellbeing a focus of financial advice. In this month's column, then, I'm going to look at something you could do during this lockdown period. It involves reviewing your advice and procedures to answer this question: is your advice making your clients happi...

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