20 min
How much value do IFAs deliver to clients? The ifa Show
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- Investing
The value of advice is often difficult for financial planners to articulate to clients, but new research has quantified the average amount clients could earn per year by engaging an adviser.
In this episode of the ifa Show, host Sarah Kendell is joined by Russell Investments head of wholesale partnerships Neil Rogan to discuss the fund manager's report on both the tangible and intangible aspects of value that advisers can deliver in their relationships with clients.
Neil also unpacks changing perceptions of the value of advice following the COVID crisis and how advisers can better incorporate the idea of value in their marketing and client engagement strategies going forward.
The value of advice is often difficult for financial planners to articulate to clients, but new research has quantified the average amount clients could earn per year by engaging an adviser.
In this episode of the ifa Show, host Sarah Kendell is joined by Russell Investments head of wholesale partnerships Neil Rogan to discuss the fund manager's report on both the tangible and intangible aspects of value that advisers can deliver in their relationships with clients.
Neil also unpacks changing perceptions of the value of advice following the COVID crisis and how advisers can better incorporate the idea of value in their marketing and client engagement strategies going forward.
20 min