Following our tradition from previous years, Compeer will be interviewing 1,000 investors, ranging from mass affluent to high net worth, and will announce the results on 29th November.
The focus of this conference is always on the view of the clients and this year the questionnaire has been designed to ascertain the main drivers behind what initially encourages a client to join a wealth manager and the needs that must be met if they are to stay with them for the long term. In an increasingly competitive and transparent market it is more important than ever to understand the expectations of the client, otherwise you risk an exodus of your existing client base and are likely to fall down the pecking order for clients seeking advice for the first time.
For example what role does technology play in delivering exceptional client service and do clients class it as a differentiator? In the event of a merger or acquisition, how likely are the clients to stay? How often do clients review the market place to see if there are better alternatives to what they are currently receiving? Do clients place more emphasis on the individual advisor or is the brand and reputation of the firm more important? What time horizon do clients project they will stay with their current advisor?
Find out the answers to these questions and more at Compeer’s conference, where we will be joined by a variety of guest speakers and panels all with expertise within wealth management.
There is no charge for this seminar for representatives of wealth management firms and private banks. A charge of £250 + VAT per ticket applies for service providers.
CPD certificates will be issued shortly after the seminar.