The future of advice journeys: Creating a fully joined-up process

All the parts of the chain must work together seamlessly

clock • 3 min read

Nick Eatock explains why it is time to rethink advice journeys and move beyond simple integrations, to create a fully joined-up process from the initial fact find through to final implementation

Regulatory shifts, changing client expectations and continuing economic uncertainties have created significant challenges for advice firms in delivering cost-effective, consistent, compliant advice. Our latest marketwide adviser research highlights a lack of cohesion across different parts of the advice journey – discovery, advice and implementation – which add to firms' administrative burden and cause frustration among advisers and clients.  These inefficiencies within the sector are hampering business growth and profitability. With just one firm in twenty agreeing that all their adv...

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