Are you a client driven financial adviser?

March 16, 2015 5:54 pm Published by

Are you a client drive financial adviser? Here are a few reasons you should be offering social investment as an option for your clients.

Client demand is growing significantly

  • 92% of high net worth individuals (HNWIs) see driving social impact as important
    • of these 60% see it as very or extremely important
    • rising to 75% of HNWIs under 40
    • this shows how demand from HNWIs will grow in the coming years

75% of financial planners believe there is possibly or highly likely to be latent demand for social impact investment advice*

Evidences an advice centric proposition

  • Introducing a new opportunity to meet client goals
  • showing your interest in who your client is and their motivations
  • maintains your profile at the forefront of developments in financial services in your clients eyes
  • serves the aspirations of those clients who have life goals which reach beyond their own lifetime cashflow requirement

Provides a new avenue to strengthen your relationships

  • Be the first to explore this innovative opportunity with your client or another advice channel will
  • critical relationship building conversations – fostering trust
  • builds a deeper relationship between client and adviser

More than half of HNWIs want to make a positive difference to society as well as a positive financial return with their investments. Uncovering deeper motivations of those clients that lead to social as well as financial goals evidences a firm’s culture as being client centric and truly interested in what the client believes is important.

To see how Worthstone can assist you deliver this area of advice click here or view our pricing model.

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