TALK: Adviser vs Client Perception - Key insights from the Vanguard Advice Survey

Financial Advisers

Advice Firm Owners

Paraplanners

Our TALK webinars offer dynamic, interactive discussions where you shape the conversation. With mics and cameras enabled, engage directly with leading industry experts on some of our most requested topics. Share ideas, ask questions and gain insights in a collaborative environment designed for meaningful conversation.

AGENDA:

Join us on Wednesday 17th June for a 1-hour session with experts from Verve and Vanguard to unpack the latest on adviser vs client perception.

Vanguard presents insights from Client Connect: The Vanguard Advice Survey, capturing perspectives from over 1,000 advised investors and 200 UK financial advisers. The session explores investor expectations, client preferences, and perceptions of advice value, highlighting areas of strong alignment and notable disconnects between clients and advisers. The survey findings help advisers assess how effectively the industry meets client needs and offer practical guidance for improving service delivery and strengthening adviser–client relationships.

Learning Objectives:

Understand where and how the value of financial advice shows up for investors
Recognise the gaps and overlaps between what investors expect from advisers and what advisers deliver
Identify the building blocks of strong adviser–client relationships, with practical guidance to enhance service delivery