Understanding what UK investors value most when it comes to financial advice

Presented by

Rebecca McMurray, AdvisorStream

About this talk

Ever wondered what UK investors value most when it comes to financial advice? Panacea’s next webinar, run by AdvisorStream, will take an informative look at the key findings from a recent study on what UK investors want from their financial advisers. The session will also showcase how investors measure adviser value, financial education and communication. Learning outcomes: • Learn how different generations perceive and value financial advice. • Appreciate how investors engage with financial information. • Understand the key reasons why investors choose an Adviser. • Explore insights that dispel misconceptions on client engagement. • Discover new ways Advisers can demonstrate value to clients. This fascinating webinar will provide a deeper understanding of investor perceptions and will be of interest to all financial advisers looking to grow their business and develop their customer base.

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