How advisers can build trust through transparent client communications
Attracting and retaining clients begins with properly understanding their needs and expectations.
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As the effects of the COVID-19 pandemic have increased competitive pressure on financial advisers, transparency and honesty are qualities that have increased in importance.
Building confidence in financial advice
In an industry characterised by constant scrutiny alongside changing competitive and regulatory dynamics, never has it been more important for advisers to manage their reputation and focus on providing quality advice to Australians.
Advisers can do this by understanding the changing needs of existing clients, as well as the goals and ambitions of new ones. By doing this, advisers can engage in more honest conversations, enabling them to tailor their advice to each client’s unique circumstances.