EmbarkPod

Embark MiniPod: Why aren't Advisers acting on £5.5trn of Intergenerational Wealth?

March 16, 2022 Embark Group
EmbarkPod
Embark MiniPod: Why aren't Advisers acting on £5.5trn of Intergenerational Wealth?
Show Notes

As the old saying goes: "If you don't ask, you don't get"... So why aren't Advisers asking?

Advance by Embark CEO Phil Bungey joins Roger Hearing on the latest miniPod as they discuss the latest findings in Intergenerational Wealth from Embark's latest Confidence Barometer.

💸 Fee concerns weighing on advisers’ confidence
😀 Clients happier than ever with quality of advice
👍 Advisers’ ability to understand needs impresses clients

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