BirthStar® CPD new release – Redefining adviser value

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:

  1. Context around how the traditional concepts of adviser value add are being challenged by asset allocation being outsourced to streamlined/online investment solutions.
  2. The theory behind client decision-making and how client services can be emphasised appropriately.
  3. The key differences between economic value add and emotional value add.
  4. How emotional intelligence can help advisers differentiate and define successful service propositions.

To read the full paper click here

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