Mortgage & Property

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Family Office Bulletin

Mortgage Property

Insurance Professional

Family Office

How can financial advisers improve their customer experience across the generations?

While the adviser ‘experience’ has a critical role to play in the retention of your clients, it’s clear from new and enlightening research from Prudential, that different facets are far more important for some generations over others.

  • What factors influence your selection as an adviser by clients in the first place?
  • For existing clients, what do they report are the areas where you, as an adviser, could most improve the experience for them?

These questions, and more, are answered in the latest research report from Prudential entitled “Family Wealth Unlocked”.

Access Prudential’s powerful report “Family Wealth Unlocked” HERE

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