April 21, 2017
With clients now able to instantly access financial information online, wealth advisors must be able to offer a value add with their knowledge. It is essential to stay updated with industry developments and continuously broaden their insight across a range of areas.
Wearing the Technician’s Hat means being respected for their expertise, all the while delivering a wealth strategy which demonstrates an understanding of clients’ needs and risk appetites.
When asked why they work with a wealth manager, it is unsurprising that HNWIs requirements go beyond achieving higher investment returns. These HNWs also expect accurate risk management and the value their advisors can bring in terms of financial education.
Discover more about the usage of the Technician’s hat and what else gives clients confidence in their advisors. Download our report ‘The Many Hats of the Modern Wealth Advisor’
