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VALUE OF ADVICE

THE INSIDER'S GUIDE

Ever since the Retail Distribution Review (RDR) came into effect in 2012, advisers have been asked to explain, and potentially justify, their fees.  In this guide, we aim to provide a best practice overview to help advisers assess and articulate their value to clients.

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Download the Insider's Guide to the Value of Advice for

  • Insights from  industry studies which quantify adviser value add in percentage terms
  • Survey  results with thoughts from c. 200 financial advisers on how they are currently articulating the value of their offering to their clients
  • A roadmap of skills and attributes that advisers agree ‘add value’ to their clients

and

  • The ability to analyse what  your clients believe about the value of advice.

“Being genuinely interested in your clients as people and not just for the sake of doing business is very important”

Ray McNicholas – Ethical Financial

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portfoliometrix.com

+353 1539 7244

66 Fitzwilliam Square, Dublin 2, D02 AT27

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