Designing a signature client experience: mapping every interaction that matters
The research is clear: client loyalty is not accidental. A high-quality experience, backed by consistent messaging, is what keeps clients engaged for decades.
Client segmentation: The key to efficiency, scale and satisfaction
Client segmentation across communication and experience could be the key to achieving scale, efficiency and satisfaction.
Trust, truth and time: Why advice still starts with human connection
Built on trust, truth and time, this piece explores how Regional Prosperity adviser Kane Leersen is winning clients in regional Australia by prioritising...
What the next generation of clients expects from their adviser
Trust still matters, but so do speed, transparency and tech. Learn the expectations reshaping advice, and how to meet them without burning out.
From protection to empowerment: The evolving language of value in advice
Every few years, a report comes along that forces advisers to rethink how they articulate their worth. Russell Investments’ 2025 Value of an Adviser Report...
Clients want confidence, control – not just returns: Russell
While implementing an investment strategy that dovetails with an investor’s life goals is always critical, new research reveals they place at least as much...
Recession jitters? Why clients need to hear from advisers now
GFC. COVID-19. 2023… and now 2025? With recession fears once again dominating headlines and markets rattling investor confidence, financial advisers are...
Why more women are investing, and why they're better at it than men
The pace of change may be "tepid" but more women are investing than ever, and the research confirms this benefits both individuals and the broader society....
'Information overload' creating new paradigm between advisers and clients: WEF
Clients are infinitely more informed in the digital age, but that doesn't necessarily mean they know how to discern the useful information from the misleading....
Affluent investors spending more on advice: US report
The customer base for US advisers is growing in the same way that it is in Australia. But the more granular trends that are emerging tell an even more...
'I've been busy' and other things advisers should stop saying to clients
A long-running study has revealed a raft of information about the way financial services professionals communicate with their clients, as well as four key ways...