Are you supporting your clients in making better decisions?

Are you supporting your clients in making better decisions?

Are you supporting your clients in making better decisions? 1920 1280

Are you a director or senior manager of a large financial advisory firm or network, pension/life assurance provider or employee benefit consultancy business?

When it comes to your clients or customers making decisions about their finances, it’s your firm’s role to help, advise or guide them. In order to do this successfully, it’s key that you gain as good an understanding as possible about your clients’ needs, objectives and other motivations.

This isn’t always easy.

For many reasons, some clients will give you responses about their needs, objectives, attitude to risk and other considerations, then proceed to make decisions which apparently run contrary to their stated positions. It can feel frustrating and perplexing (not to mention unprofitable for them and for you) when this apparently self-sabotaging behaviour rears its head.

How do you overcome this as their adviser or provider?

We believe that unconscious behavioural biases are at the heart of much of this frustrating behaviour and that the key is to put tools into your customers’ hands that allow them to understand and take agency over how these biases may be influencing them.

Our products are designed to deliver powerful support to financial services businesses and their customers, including:

  • Pension, life assurance and ISA/GIA providers
  • Banks
  • Financial Advisers
  • Financial Adviser Networks
  • Fund Platforms
  • Employee Benefit Consultants and other advisers

Get in touch with us today via [email protected] to find out how we can help.

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