Online CPD Event - Communicating Adviser Value in a Fee Based World & How can this support Consumer Duty?

Angie is a Chartered Financial Planner with more than 30 years’ experience of working with clients and advisers. She worked as a Professional Pension Trustee before joining Vanguard in 2017. Now responsible for managing adviser relationships in the North of England, she regularly works with advisers to support their Centralised Investment Processes. Angie is an advocate for Behavioral Coaching and has a passion for supporting advisory practices in this area.

Overview:

The Advice Value Proposition is changing and so are client expectations.

Driven by regulatory/technological pressure & many other economic impacts, the adviser/client relationship has never been more important navigating clients through challenging times.

Vanguard have long been a supporter of the advice market and their extensive research, carried out over several decades, helps us support the evolution of the modern advice practice.

Angie Staunton will share Vanguard’s latest research and help us focus on the things that matter to clients while encouraging us to think about how to better articulate the “Value of Advice”.

Learning Objectives:

Identify the areas advisers add value over and above the DIY outcome.

Identify how coaching can lead to improved client engagement/client & fee retention

Learning Outcomes:

Gain more understanding of what coaching is & how it differs from other support client interventions

Add further “tools” to your already extensive “tool kit” to help make clients conversations easier

Realisation of the power you hold through face to face over & above the DIY route

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