HELPING YOU TO GIVE MORE ADVICE
KEY CHALLENGES
In the survey , we asked advisers where they saw their main challenges in terms of day-to-day activities . Unsurprisingly , the elements of advice – such as assessing client needs and completing reviews - were not areas advisers highlighted as challenging , instead wider business constraints were flagged .
Top day-to-day challenges
Acquiring new clients |
Assessing internal controls |
Conducting due diligence on partners and suppliers |
Rekeying data between different solutions |
Assessing new regulation
Completing regulatory returns
Monitoring and adjusting investments
We can offer support and ease your burden in each of these areas - if you ' d like to find out more about how we can help , please don ' t hesitate to get in touch .
Overall , the mood in our profession is one of positivity – a continuing increase in demand for advice , new and improved solutions making the advice process more joined up and efficient , and new regulation helping to increase the confidence in advice from consumers .
We look forward to continuing to support you in achieving your goals and to working together for a brighter future for all .
16 | the adviser