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...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

Got to get: reframing in protection

Got to get: reframing in protection

Protection not just a tick box

Richard Kateley
clock 12 April 2024 • 5 min read
SimplyBiz prepares firms for Consumer Duty anniversary

SimplyBiz prepares firms for Consumer Duty anniversary

Compliance clinic launched

Sahar Nazir
clock 11 April 2024 • 1 min read
The Rising Stars of Protection: Ellie Collis

The Rising Stars of Protection: Ellie Collis

“You must always try to be the best version of yourself”

Cameron Roberts
clock 10 April 2024 • 3 min read