Facts, process and empathy – three areas that count towards building trust between an adviser and a client. In the third of a series of articles from Fidelity Adviser Solutions, we look at the importance of the interplay of these areas when it comes to retirement planning.
With the research that Fidelity carried out with Cowry, three areas have been identified to help build trust and confidence with clients, when navigating the emotional transition into retirement.
In this third video of the series, Mana Jhaveri – highlights authority bias, operational transparency and psychological safety as the three things that interplay.
The video shows us what each of these are, why they matter and offers takeaways for advisers to put into practise.
To learn more, watch the full video and access the full research report, head here: Exploring the Psychology of Retirement
Main image: trust, confidence, handshake, radission-us-_XeQ8XEWb4Q-unsplash
