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

All the advice firm acquisitions that have taken place in 2024

All the advice firm acquisitions that have taken place in 2024

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 11 July 2024 • 1 min read
PA360 North: Leading adviser event returns to Warrington in October

PA360 North: Leading adviser event returns to Warrington in October

Join us at The Park Royal Hotel & Spa on 1 October

Professional Adviser
clock 05 July 2024 • 1 min read
Extra Mile: Why networks must help advisory firms grow

Extra Mile: Why networks must help advisory firms grow

Networks should adopt a personal and holistic approach

Ahmed Bawa
clock 03 July 2024 • 4 min read