All of this points to the need for more time focused on the client experience. We believe working with an investment partner that aims to add value to those client conversations, as well as deliver investment firepower and well-balanced portfolios, can help advisers achieve the right balance in an increasingly demanding world.
By Sean Osborne, Group Head of Sales at Charles Stanley
Visit www.charles-stanley.co.uk/insights/knowledge/book-of-stories-3-0, or call 020 3813 2517, for your free copy of our research paper where you’ll find more information on why clients engage with financial advisers, how the conversation has shifted, and how advisers can adapt to facilitate new or challenging conversations and demands with clients.
The value of investments can fall as well as rise. Investors may get back less than invested. Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority.
