Managing client expectations through uncertain times

“With all the noise around the rising cost of living and the situation in Ukraine, it can be hard to focus on the positives. But it is times like these that highlight the full value of ongoing financial advice and the enormous impact it can have on individuals’ financial wellbeing. In the midst of the current uncertainty that cannot be underscored enough. So, is there a need to shift the mindset and client expectations over the short term?”

Managing client expectations through uncertain times (Ryan Medlock)

The client experience

Empathy and trust are vitally important to the adviser-client relationship (Keith-Reid Cleveland)

A ten-point plan to get through the bear market (The Evidence-Based Investor)

Learning to value the things that money can’t buy (Jack Raines)

The advisory profession

Is there a place for thinking outside the box in the advisory profession? (Jeff Berman)

2022’s must-read book recommendations for advisers (Michael Kitces)

Is it time to broaden access to financial advice? (Simon Goldthorpe)

Work and business

Is the four-day working week coming to the UK? (Robert Booth)

What younger generations expect from the workplace (Ali Francis)

The right way to think about resilience (Danielle D. King, Megan R. McSpedon)

Adviser marketing

How to write more concisely (Jane Rosenzweig)

What does the future hold for video marketing in the advice profession? (Tara Meehan)

Getting to the crux of why people buy (Tony Vidler)

CONTENT FOR ADVISERS

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