Adviser to Client Tool: Demonstrate the value of your advice
Ryan Murphy’s latest research in behavioural science, uncovered there can be differences between what clients value from a financial adviser and what advisers believe clients value. Using this research, we’ve developed a tool to help you and your clients ‘mind the gap’.
This tool can help you:
- identify what your clients value most
- avoid or overcome any potential differences
- sharpen your value proposition to better resonate with potential clients
- provide the foundation for a successful and long-term advice relationship.
How we look after your savings
- A key focus on risk management, not just the potential for returns
- Increasing your buying power
- Today’s best investment opportunities