How to balance investment flexibility with too much choice

Coaching clients through the 'paradox of choice'

clock • 4 min read

To remain competitive, advisers must leverage technology to deliver a truly unique and personalised client experience, writes J. Womack

In today's investment landscape, personalisation is not a luxury—it's a necessity. Standing out in an increasingly competitive market demands a keen focus on addressing each investor's distinct needs. However, the push for personalisation can create a maze of products and solutions, potentially overburdening both investors and advisers. As the landscape continues to become more complex, advisers must balance providing a tailored, goals-based investment experience with the potential for overloading them with too much choice. The drive for personalisation Influenced by both financi...

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

Join

 

Already a Professional Adviser member?

Login

More on Your Business

News editor's view: Advice firm valuations - are we at the peak?

News editor's view: Advice firm valuations - are we at the peak?

The news editor's Friday Night Takeaway from 6 February

Isabel Baxter
clock 06 February 2026 • 3 min read
Majority of advisers confident on increasing profits amid 'challenging year'

Majority of advisers confident on increasing profits amid 'challenging year'

Latest SOTAN report says 78% predict higher profits in 2026

Jenna Brown
clock 04 February 2026 • 3 min read
Preparing to sell an advisory business and planning for what comes after

Preparing to sell an advisory business and planning for what comes after

'In short, do not rush into a process until you have your proverbial ducks in a row'

Roderic Rennison
clock 03 February 2026 • 5 min read