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.