Client election template | Why clients keep their adviser | Booming markets?
Morningstar Wealth EMEA
Morningstar Wealth brings together capabilities across Morningstar's business, to meet the needs of financial advisers.
Election week! The team is poised to develop an adviser to client template for you once the results are in. We’ll share that with you on Friday. Until then, you’ll find a template below you can use if you're getting questions.
Following on from Ryan Murphy’s hugely popular Behavioural Insights sessions at this year’s Morningstar Investment Conference and Strategic Partner Day, he’s back to host July’s adviser webinar. Ryan will overview his latest research from the Behavioural Science Team’s Lifecycle of Advice trilogy Hire, Retain and Fire. You can register below.
As always, reach out to your relationship manager if you have any questions at all.
Why do clients keep their financial adviser?
Every adviser wants a content client base. Happy clients are engaged, provide referrals and make for lasting clients. However, do we know why clients keep their advisers? Our research found a constellation of reasons from the emotional to the financial are equally relevant.
Adviser-to-client template and video: UK election conversations.???????
This template has been designed to support you proactively answer some of these questions you might be getting from clients. We’ll be in touch on Friday with a response to the results.???
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Why are markets up so much???????
Equity markets have rallied strongly, returns more than twice what you’d normally expect, based on long term real returns. What does this tell us about the future and how to invest? Mike Coop looks at what’s behind the rally to answer that question for you.????
Making headlines
Nick Stanhope in Portfolio Adviser: How likely are elections to impact markets?
Natalie Tysoe in Professional Adviser: Challenging markets can lead to investment opportunities.??
Ben Lester in PA Adviser: Money talks: Keeping it in the family.
For more timely insights to help you navigate today’s markets, be sure to subscribe to the Morningstar Wealth Global Insights Newsletter. Alternatively, if you have any questions, please get in touch and request a callback today.
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