Suitability is the foundation of the advice process, it is the basis for building successful client relationships, enabling businesses to thrive. Yet, it seems that while the majority of firms are recommending the right solutions to their clients, many are struggling to ‘evidence’ the suitability of that advice.
In this white paper, we explore why evidencing suitability remains an issue and the impact of your internal culture on customer outcomes. Download now to discover the most common failings when evidencing suitability and how to ensure you are delivering the right customer outcomes through an ongoing focus on maintaining a positive culture.
We recently held a successful Breakfast Briefing on Suitability and the Future of Advice. If you missed it, we've summarised the key points into a handy infographic.