A positive approach to client servicing and offboarding
This report highlights the increasing difficulties facing financial advisers in balancing regulatory requirements, firm profitability and great client outcomes. Whilst finding the right balance here is not a new task, it is becoming more pronounced when it comes to serving lower value clients in a cost-effective and
scalable way.
As part of Vanguard’s mission to deliver value to investors, we’re strong advocates for high quality financial advice and are here to support you in navigating these challenges.
What does the report explore?
What client offboarding is and why it is difficult to understand .
What minimum ongoing service requirements look like.
The importance of target client profiling and segmentation.
The key challenges to offboarding clients.
Download the report now
Important risk information
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
For further information on risks please see the “Risk Factors” section of the prospectus on our website.