In a new four-part series of video presentations, Zurich’s Head of Sales Strategies and Research, Andy Marshall, considers the psychological effects of the financial advice process, and the associated positive outcomes of the process from the client’s point of view.
The findings discussed in this series stem from Zurich’s decade-long research into what constitutes ‘best practice financial advice’. Along the journey, the research has also uncovered details about how clients actually feel before, during and after the advice process. This has led to Zurich’s assertion that deep adviser connections with clients really do matter.
Click the links below to view the first two videos in this series, with parts 3 and 4 to appear in the next edition of riskinfo eMagazine in May…