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

PDG launches Protection Insights Report 2026

PDG launches Protection Insights Report 2026

Underwriting, annual statements, market views

Cameron Roberts
clock 25 February 2026 • 2 min read
COVER Women in Protection and Health Awards 2026: Finalists announced

COVER Women in Protection and Health Awards 2026: Finalists announced

Recognising female excellence in protection and health

COVER
clock 25 February 2026 • 5 min read
Thameside Associates expands Stonebridge partnership

Thameside Associates expands Stonebridge partnership

Continues for 10 years

Cameron Roberts
clock 20 February 2026 • 1 min read