Is it time for advisers to get 'hyperpersonal' with clients?

Client advocates

Jenna Brown
clock • 3 min read

Jenna Brown talks to Russell Andrews about the future of advice, getting ‘hyperpersonal’ with clients and how to stand out from the crowd in an increasingly turbulent world

The financial advice market is at an "inflection point", according to Russell Andrews, head of solutions, UK, Europe & Asia asset management distribution, SEI. As a profession, financial advice is no stranger to changing demands, both from regulators and clients, but this time it is different. Andrews explains for advice outfits to both survive and thrive over the next ten years some attitudes and a lot of ingrained processes will need to change. Over the past 12 years, financial markets have swung from the Global Financial Crisis through a sustained recovery and "epic bull market" to...

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

Canada Life to sell onshore bond business to insurance firm Chesnara

Canada Life to sell onshore bond business to insurance firm Chesnara

Strategic review prompts transfer as Chesnara expands life and pension portfolio

Sahar Nazir
clock 23 December 2024 • 1 min read
Happy holidays from Professional Adviser

Happy holidays from Professional Adviser

Regular newsletters and content will resume on 2 January

Jen Frost
clock 23 December 2024 • 1 min read
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