New Thinking - Behavioural Science

We all know that RDR is just around the corner and with this comes a number of changes to the way that advisers are remunerated. My previous blog showed some of the technology available to gain new clients and retain existing ones, but how do you go about writing things in a way that influences your clients?

With Behavioural Science you can improve your business outcomes, specifically when it comes to speaking/writing to clients about charging. It can help you:

• Understand key behavioural triggers.
• Adopt certain behaviours yourself.
• Better phrase and deliver communications to clients.

Take a look at the following site from Aviva. The site and guide can help assist you in various ways in which you can present your services and your charges in ways that helps your clients understand the true value of financial advice.

'New Thinking'