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Better Business Value

Advisers have ‘box seat’ to add value

By 20 September 2021September 6th, 2022No Comments

Money Management  article reporting on creating additional value for clients and lowering advice costs for financial advisers through managing their clients’ investments mentions Financial Simplicity’s chief executive Stuart Holdsworth. Stuart says “This approach reduces the amount of external functions and external costs ultimately so advisers can engage with their clients more with them taking part of the investing process, rather than all being outsourced to product providers.” 

Holdsworth further adds advisers were in a “box seat” to introduce new investment functions that broke down the traditional product distribution model, “For example, they may be helping the client be more tax smart about the way that they manage their investments, something that a product provider is disadvantaged to be able to do because they don’t have a relationship with the client”.

Stuart Holdsworth

Author Stuart Holdsworth

Stuart has over 30 years of experience in the use of technology for the strategic competitive advantage of businesses in the financial markets and investment industry.

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