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Webinar | Measuring the value of advice

21 April, 2023

On Thursday 11th May 2023 we shared the findings of a recent research report, where our challenge was to help firms implement a framework to understand and measure the value of advice to support ongoing development and Consumer Duty requirements.

Image for the measuring the value of advice webinarImage for the measuring the value of advice webinar

We shared headline findings from our qualitative and quantitative research, including:

  • What do advised customers value?

  • What common 5 pillars of value exist?

  • What can be measured and understood to quantify and track performance?

  • Why is asking existing customers about satisfaction not enough?

This webinar provided all those responsible for assessing and measuring value as part of the Consumer Duty requirements some insights into how and what to measure.

We also heard from Ed Dymott, Managing Director of Wealth at Benchmark, on how they are utilising the research and adopting this to measure - and ultimately improve - the value they offer to their clients.

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