The ABCD for building trust in your financial advice

The trusted adviser understands their audience

clock • 10 min read

Adrian Boulding and Ihab El-Saie explore the value of trust in financial advice and ask how it can be fostered and protected more consistently

Trust is fundamental in our business. We are helping people to make and achieve financial plans, and if things were to go wrong it would probably be too late by the time they find out. Cementing that trust is about understanding your customers' hopes and dreams for retirement and building a financial plan around these. To this end, for the last eight years or so, Dunstan Thomas has been running consumer studies to ascertain how different generations of people across the UK are doing in terms of access to, and experience of, financial advice. We researched the Baby Boomer generation tw...

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