Displays of emotional intelligence from advisers is more likely to earn trust than digital literacy
The COVID-19 pandemic, its associated market volatility and new regulations to combat the fallout have all served as reminders that trust is the foundation of any adviser-client relationship.
A recent Harris Poll study conducted on behalf of MDRT among over 2,000 US adults found that 85% of Americans would be more likely to trust recommendations from human financial advisers if they demonstrate emotional intelligence.
In a time of historic turmoil, advisers seeking to reassure, reposition or even retain clients must exhibit genuine empathy and compassion.
Clarity and...MORE»
Understanding rebalancing: A portfolio well invested doesn’t do things in excessMonday, April 6th, 3:46PM
Consilium Head of Adviser Services Ben Brinkerhoff says rebalancing enforces good investor behaviour in these turbulent times. |
[WATCH] Newpark updateFriday, April 3rd, 4:41PM
Newpark's newly installed chairman, Bernie McCrea, has produced a video outlining the group's future plans and also providing some Covid-19 tips for insurance and mortgage advisers. MORE» |
|
Iress: Covid-19 pushing advisers into digital workingSunday, March 29th, 6:19PM
Covid-19 and the resulting lockdown have prompted many advisers to adopt what previously had been seen as best-practice – but optional – ways of working, Iress chief executive Andrew Walsh says. MORE» |
|
|
Sponsored by: |
|
KiwiSaver: The opportunity set of a lifetime
NZ Funds chief executive Michael Lang outlines three ways the financial services industry could further grow KiwiSaver. MORE»
It's time sharebrokers had uniform fee disclosure
NZ Funds chief executive Michael Lang says it is time sharebrokers based a uniform fees disclosure regimes like managed funds. MORE»
Tender for default KiwiSaver funds finally arrives
The Ministry of Business, Innovation & Employment has outlined new criteria for KiwiSaver default fund providers as it seeks bidders in a request for proposals released today. MORE»
KiwiSaver - After the Covid downturn
Eight KiwiSaver experts discuss how the scheme performed during the Covid downturn and discuss what needs to change. MORE»
Responsible investment's gender gap
Women are 10% more likely than men to switch KiwiSaver providers if their funds are invested in industries they do not support, a new survey shows. MORE»
Adviser calls to ditch default schemes
New Zealand may not need KiwiSaver default schemes at all, one adviser says. MORE»
Treasury, MBIE mull options for KiwiSaver default scheme
Treasury wanted a reallocation of KiwiSaver default members so that each default scheme had a similar number of members, a regulatory impact statement shows. MORE»
'Retirees' stick with KiwiSaver, AMP says
More people over the pension age are choosing to keep their KiwiSaver funds active, AMP Wealth Management says. MORE»
