Category: Financial advisers

How to convey empathy in a remote working environment photo
Communication

How financial advisers can create empathy in a remote working environment

In the new normal of social distancing, most people are having to adapt their usual working practices to the home environment. This is easier said than done – particularly for parents who are trying to navigate the challenges of home schooling their children whilst balancing work pressures. This of course adds complexity (and potentially an increase in headaches…) to people’s working lives.

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Tips for advisers in the COVID-19 pandemic image
Financial advisers

Tips for financial advisers in the COVID-19 pandemic

Financial markets continue under pressure as we start a new week. Financial and investment professionals are trying to alleviate clients’ anxiety in a world of intense uncertainty.

This article provides practical guidance to help IFAs, investment advisers and wealth managers communicate effectively with their clients during this (potentially long) period.

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Business development

Why do prospective financial advice clients go cold?

It’s not uncommon for prospective clients to avoid contact – even when initial dialogue appeared to go well. This article discussed the concept of financial adviser anxiety to explain the reasoning behind prospective client behaviour.

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