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Financial advice

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Showing your worth

If you’re a longstanding supporter of Old Mutual Wealth you’ll know we believe in the value of financial advice. But a challenge that still exists for many advisers is conveying the importance, worth, and cost of service.
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Cost is key barrier to more consumers taking financial advice

Perceived cost of financial advice is main factor discouraging people from seeing an adviser. Consumers have unrealistic expectations about price they can expect to pay for the service.
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Starting the conversation: kill the jargon and listen!

Getting a client to open up about their hopes for the future, as well as their immediate financial needs, takes practice, patience and people skills. Top advisers explain how they begin that process.
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Where is advice going?

Predicting the future. Tighter international regulations and increasing consumer expectations will bring greater disclosure and transparency as advisers move towards building more sustainable business.

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