How to retain clients and their wealth across generations

A recent webinar run by Professional Adviser, Investment Week and IRESS, discussed how advisers and wealth managers can adapt their strategies and propositions to better retain and serve the next generation of wealth.


The poll run during the webinar asked: Have you, or will you, be enhancing your service proposition with a digital aspect to meet changing service expectations? It found nearly two-thirds (63%) of the audience planned to, while a third (31%) said they had already done so. 

Mark Loosmore - Executive General Manager, Wealth

“The webinar discussed that not only is it crucial to get the family to communicate with each other about the management of the family pot, it is also how and when, you choose to engage with all the generations.

When thinking about how to tailor and adapt your proposition, it is not a case of using technology to replace the skills you have as an adviser. It is about using technology to complement your offering, finding solutions that help you manage and engage each customer segment, in a way that works for them. You can deliver advice via video for example, but it is still the same core investment or cashflow planning principles you used before – just by way of a different mechanisms.“

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