The financial advice process can be a tricky one to explain. Being able to convey the value of advice is similarly challenging. While those in the industry understand the role of financial advice, it can be difficult to communicate this to clients, or potential clients, in a clear and effective way.
This is where ClearView can help. Our new adviser tool, Journey to financial freedom: Mapping the advice process provides an easy-to-understand overview of what to expect when seeking professional financial advice. The 12-page document covers topics that include terms of engagement, financial plan preparation, construction and implementation.
We’ve also thrown in some handy statistics and reinforced the standards that advisers are required to maintain.
Taken together, we hope the information helps to get across the important role that financial advice can play.
Register below for your copy.