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Industry Voice: A team approach adds value!

Industry Voice: A team approach adds value! New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed? Gillian Hepburn, Intermediary Solutions Director, Schroders What do clients value from their financial adviser? Many articles have covered this and usually reach the same conclusion that ‘beauty is in the eye of the beholder . Value is assessed by the client,  is subjective and based on a variety of expectations and perhaps influenced by how value was positioned with them at the outset.

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