Win a seat at the next Financial Mail Private Lounge
Next event, brought to you by Old Mutual Wealth, will focus on the role of the modern financial adviser
Financial advisers are at the centre of a fast-evolving industry. The modern financial adviser must wear many hats, including those of asset manager, financial planner, marketer and even psychologist to manage client expectations. Many clients have unrealistic expectations when it comes to investment returns and time frames, and tend to make decisions based on emotion. This is an area where advisers are increasingly required to understand investor psychology. Managing clients' portfolios is challenging enough; managing their expectations and helping them maintain a long-term perspective can be even harder. Being able to relate to their clients on an emotional level has become paramount. At the next Financial Mail Private Lounge, brought to you by Old Mutual Wealth, industry experts will share their knowledge and insights to help professional financial advisers understand the psychology of investors and managing client expectations in a low-returns environment. Key themes to be addre...
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