Bridging the advice gap: Engaging clients and navigating vulnerability

Prepared for UK professional advisers only. Join us in the second episode of our series featuring Keith Richards, CEO and founder of the Consumer Duty Alliance, as we explore the issue of the advice gap and strategies to address it.

We discuss how independent financial advisers, regulators, and the government can collaborate to bridge this gap, ensuring that financial advice is accessible and effective for all. We look closely at how advisers can enhance communication with clients to build trust and improve their financial literacy, before going on to examine the concept of vulnerability, and the many forms it can take in terms of financial planning.

The checklist Keith mentions and other helpful resources can be found here. 

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To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

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