With the largest generational transfer of wealth expected to take place in the UK by 2050, financial advice firms have the opportunity to start capturing a significant market of those currently not using an adviser. A recent Aveni consumer survey conducted with YouGov reveals the trust gap between users and non-users of financial advice and the differing attitudes to technology adoption. This presents a critical challenge - and an opportunity - for advice firms to change the narrative, and explore how to demonstrate value and utilise technology to enhance their offering and productivity.
Confidence among those surveyed who use a financial adviser is high - 93% trust their adviser’s ability to understand their needs. The challenge for firms lies in bridging the trust gap for non-users, where 62% of respondents surveyed report uncertainty or indifference towards financial advice.
Why attend?
- Hear from three experienced voices whose insights and professional interests within the financial advice market are broad and wide-reaching.
- Understand where concerns leading to the trust gap exist and how value versus cost needs to be more clearly illustrated.
- How AI can bring benefits to the advice sector, while maintaining a clear emphasis on the value of human interaction in building trust.
This is a valuable opportunity to stay informed and prepare your firm for the evolving landscape of financial advice. Save your spot today!
Click here to view the full details of the webinar.