What can IFAs learn from the healthcare sector?

clock

Advisers who put their clients' needs first will have more successful businesses, writes Ed Dymott, head of UK fund partners at Fidelity International.

Clearly as an industry we are entirely reliant on having a customer who is willing to consume and ultimately pay for our services. However, in such a dynamic and fast-moving industry, it is all too easy to let other business considerations, such as regulations, the products we would prefer to sell, or what we think is best for the customer, get in the way of ensuring we are meeting the actual needs of our customers. Creating positive and valuable customer experience has become a key differentiator. Organisations that focus more on relationships rather than sales, and more on customers an...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The state of financial vulnerability in 2024 and what 2025 holds

The state of financial vulnerability in 2024 and what 2025 holds

'Most firms are now heading in the right direction with their vulnerability processes'

Richard Farr
clock 20 December 2024 • 3 min read
Feel Good Friday: BRI Wealth Management raises money for homeless charity

Feel Good Friday: BRI Wealth Management raises money for homeless charity

Firm has raised £650 for Let’s Feed Brum

Professional Adviser
clock 20 December 2024 • 1 min read
Bank of England holds interest rates steady at 4.75% amid heightened inflation

Bank of England holds interest rates steady at 4.75% amid heightened inflation

Interest rates remain the same

Sorin Dojan
clock 19 December 2024 • 2 min read