Tag

Adviser-client relationship

2 articles tagged with "Adviser-client relationship"

Client Service 11 September 2026

The Adviser Client Relationship Most Firms Only Have With Half the Household

In most advised couples one partner owns the adviser client relationship. Bereavement, divorce and incapacity expose that. How to build it with both.

Client Service 7 April 2026

How to Structure Client Review Meetings That Add Real Value

A practical framework for wealth advisers to run client review meetings that strengthen relationships, demonstrate value, and improve outcomes.