The ever increasing rate of progression of technological developments, together with our clients natural requirements of reporting and assessment, and the advisers’ understanding of the changing nature of the personal world of the client means that an adviser should consistently account for
The interface with the customers is often changing, both in terms of the nature of the discussions conditioned by national and international financial and economic factors and where that discussion takes place (availability of technical support and on line information and indices). A financial advisor should be able to:
The will and/or the needs of the client.
To identify the product and services that will be required to meet these needs.
Collect in advance the right mix of information, or in case where the need is unexpected, react quickly
utilising existing resources.