Client satisfaction has traditionally been tied to market performance and return prospects, but that has proven to be a relationship that has been problematic for advisers in recent years amid ongoing volatility and regulatory scrutiny. With the Consumer Duty emphasising a need for value for money, there is a need in 2024 to decouple client satisfaction from market fluctuations.
As the financial industry moves away from a traditional, product-based approach to adopt a goals-based planning model, what do advisers need to know to stay ahead of the curve?
Learn more about how advisers can generate better solutions for their clients in the Spotlight from Professional Adviser, produced in association with Royal London by clicking below.
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