Ever since the Retail Distribution Review (RDR) came into effect in 2012, advisers have been asked to explain, and potentially justify, their fees. In this guide, we aim to provide a best practice overview to help advisers assess and articulate their value to clients.
Insights from industry studies which quantify adviser value add in percentage terms
Survey results with thoughts from c. 200 financial advisers on how they are currently articulating the value of their offering to their clients
A roadmap of skills and attributes that advisers agree ‘add value’ to their clients
The ability to analyse what your clients believe about the value of advice.