April 5, 2017
Mark Van Doren once proclaimed that “the art of teaching, is the art of assisting discovery.”In fact, wealth managers have the privilege of speaking to some of the wealthiest, most successful and inspiring individuals in the world. Becoming a part of their financial discovery and putting on a Teacher’s hat is not a role that should be taken lightly.
And this is an area clients themselves place a lot of emphasis on. In fact, data collected from our most recent research highlighted that 49% of European HNW clients use their wealth manager as their primary source of financial education.
Although this number drops amongst the younger cohorts, it remains clear that structured instruction during advisor-client interactions is a crucial layer of the professional wealth relationship.
Want to hop aboard this educational journey ? Have a read of our newest report ‘The Many Hats of the Modern Wealth Manager’ .