Interactive video: Why financial wellbeing is at the heart of financial planning

Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.

Sarka Halas
clock • 1 min read

Watch Vanguard's interactive video to gain insight on the importance of getting to know the client and building trust and understanding.

Additionally, gain access to advice on building your business, financial planning tools and developing your investment knowledge, sign up to Vanguard 365 where you can earn CPD points in bitesize 30-minute accredited modules.

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