Professional Standards
The truth about trust
To understand what the community expects of financial advisers, it's important to establish what key elements make up a trustful relationship.
Simon HoyleFebruary 7, 2019
client relationships
On Practice
Unlock the benefits of client retention
Financial advice practices are blessed with low rates of churn, compared with businesses in other industries, but even a small improvement in this area adds substantial value.
Ray McHaleJanuary 31, 2019
Technology
A client’s priority is peace of mind: Vanguard
An investment behemoth puts relationships at the tip of the value chain, as consumer expectations shift from money management to emotional connections.
Tahn SharpeFebruary 28, 2018
Magazine
The Client, Part 4: Playing the waiting game and facing the music
In the fourth part of a series tracking the experience of a financial planning client, the developing relationship between planner and client is found to be encouraging, but both still need to work at it.
The ClientAugust 22, 2016
Advice
Helping LGBTI clients get the best financial advice
Ben Power writes that while some of the financial issues facing the LGBTI community are unique, they are otherwise pretty much the same as those facing the “straight” community.
Ben PowerJuly 20, 2016
Contributors
Planner-client relationships –
it’s a matter of trust
Professional Planner readers are invited to help shed light on what makes a great relationship between a financial planner and a client. Katherine Hunt, Brett Freudenberg and Mark Brimble explain.
Katherine Hunt, Brett Freudenberg and Mark BrimbleJuly 20, 2016
Contributors
Steady hand on investments builds trusted planning practice
Managing performance and relationships is a complicated balancing act in a time of slow economic growth, events like Brexit, and paltry returns on government bonds. Roger Montgomery writes.
Roger MontgomeryJuly 14, 2016
Magazine
The Client, Part 2: Tea and sympathy smooths risky business
In part thee of The Client’s journey through the advice process, the adviser tackles the issue of risk and protection – and supplies chips and chocolate to smooth the process.
The ClientJuly 14, 2016