BirthStar® has released its third paper of the #RethinkingRetirement CPD series: ‘Redefining Adviser Value Add’
This paper highlights the value an adviser adds to client relationships in the context of technological changes in the industry.
Topics BirthStar writes about include:
- Context around how the traditional concepts of adviser value add are being challenged by asset allocation being outsourced to streamlined/online investment solutions.
- The theory behind client decision-making and how client services can be emphasised appropriately.
- The key differences between economic value add and emotional value add.
- How emotional intelligence can help advisers differentiate and define successful service propositions.
To read the full paper click here
For more information please visit: www.birthstarlearning.com