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Following the steady recovery from the 2008 global financial crisis, the private wealth industry is facing many challenges. Rising costs associated with more stringent regulation have made the industry more challenging in which to operate with clients also feeling a stronger need to be deeply involved in the fine details of their wealth planning and have a healthy relationship with their advisors. Unfortunately, research has found a significant gap in how wealth and fund managers measure their own performance and what clients are seeking from a trusted advisor. Wealth managers, in fact, are overestimating how well they are trusted by their clients with an average of only 28% of clients believing they have an advisor they can rely upon to manage their wealth effectively.
In their first STEP webcast, Bruce Weatherill of Bruce Weatherill Executive Consulting, and Sean Ingram of the Wisdom Council look at the misalignment between how wealth managers see themselves and how they service clients, and what clients are actually looking for in a trusted advisor. In addition to identifying these hurdles, Bruce and Sean explain how wealth managers can earn trusted advisor status and why being client-centric should be a top priority for practitioners in the financial services industry.
Sean Ingram, Wisdom Council
Prior to co-founding The Wisdom Council, Sean built and later sold the UK’s largest independent financial communications agency working for UK and global clients in the financial sector. Sean’s wide-ranging experience of marketing to consumers across financial services provides valuable insights into consumers and their behaviours.
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