Essential Elements of a Sound Value Proposition

What's the point of having a value proposition? There are very clear signs of the decline in the vertically integrated business model. This model has been dominated for a long time by financial institutions with large marketing budgets and cookie-cutter value...

Client Experience and the Code of Ethics

The wealth management industry faces unique and significant challenges as it responds to a tsunami of regulatory change, including the Code of Ethics, which is legislated to commence from 1 January 2020 (less than 3 months away). A core issue the industry needs to...

Why Client Feedback Matters More Than Ever

At a time of massive changes within the industry, it may surprise you to learn that less than 30% of practices collect client feedback on a regular basis. And even then, most struggle to understand and take appropriate action on the results. I'm regularly informed by...

Managing Client Relationships – The Choice Is Yours

The wealth management industry faces some unique and significant challenges as it responds to a tsunami of regulatory change. A core issue it will need to address is the approach it wishes to take when managing client relationships. Like many others, I tuned in to...

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