client want

Advisers underestimate the importance of frequent client contact and “frequent contact” is in itself a phrase that is interpreted differently amongst advisers. So how often is “frequent”? How often is often enough? For a long…

The professional Financial Advisers’ needs matter as much as the Clients’ wants. Consumer groups & regulators will probably disagree of course, but the ideal practice is one which surely achieves this balance isn’t it? After…

The question of whether client contact frequency makes a discernible difference to the strength of the adviser-client relationship, or enhances the perceived value of the adviser to the client, is one which is still debated…

Becoming an advice client is not quick and easy for consumers really…every decision, every solution, every recommendation seems to be a major journey for them. We know it is true, and we know that the…

Do you really know what your clients want? A classic mistake that professionals tend to repeat is assuming that their clients all want the same thing, which coincidentally is the very thing that the professional…