Female advisers lead the way in building strong client family relationships

According to Embark Group’s Investor Confidence Barometer

Hemma Visavadia
clock • 1 min read

Female advisers are reportedly more likely to establish better relationships with their clients’ family members than male advisers, according to Embark Group’s Investor Confidence Barometer.

The Confidence Barometer which surveys 1000 people twice a year, has suggested that by hiring more female advisers, financial service's firms will be able to establish stronger connections with clients. The research found that three quarters (74%) of surveyed female advisers understood the importance of building a good relationship with clients' children and grandchildren, compared with 53% of male advisers. While male advisers also recognise the importance of building strong relationships with a client's family, proportionately the survey showed its much less, with women taking the l...

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