Closing the Empathy Gap: How Financial Advisers Can Build Trust Through Genuine Care

The Zurich Empathy Report 2025 reveals a critical market opportunity for financial advisers willing to embed empathy into their client experience strategy. With research spanning over 11,000 consumers across 11 markets, the findings demonstrate that empathy isn’t just a soft skill—it’s a measurable driver of business growth and competitive advantage.

The Empathy Advantage: Why It Matters for Financial Advisers

According to the comprehensive global survey, three in five consumers only engage with companies demonstrating genuine care. Almost half admitted to leaving a brand due to lack of empathy. For financial advisers, this presents both a challenge and an opportunity.

Navigating Uncertainty: How Financial Advisers Can Lead with Confidence During Market Volatility

Recent research from St. James’s Place highlights that half of UK adults are experiencing heightened uncertainty about the future, with many reacting by cutting spending or delaying major financial decisions. For financial advisers, this presents both a challenge and an opportunity—a chance to demonstrate leadership, strengthen client relationships, and stand out as a reliable source of clarity in uncertain times.

How Behavioural Science Transforms Financial Advice Relationships and Creates Competitive Advantage

The financial planning industry increasingly recognises that successful advisory relationships extend far beyond technical expertise and portfolio performance. Research demonstrates that emotional and behavioural factors often outweigh purely financial considerations in client decision-making, creating significant opportunities for advisers who understand and leverage these insights to build stronger client relationships and differentiate their services.

The Emotional Foundation of Financial Advisory Decisions

According to research from Morningstar, emotional factors account for approximately 60% of a client’s decision to hire an adviser, compared to 40% for financial factors. This finding challenges the traditional assumption that clients primarily seek advisers for technical expertise or investment performance.

What Women Really Look for in a Financial Adviser

As women are set to hold nearly 60% of UK wealth by the end of 2025, new research from Unbiased reveals that the factors most influencing their choice of financial adviser aren’t gender—but clarity in communication, adviser credentials, and above all, trust. For financial planners seeking to grow and differentiate their practices, these findings present significant opportunities for strategic positioning.

The Research Findings: What Women Really Want

The study reveals three key priorities for female advice seekers:

Bridging the UK Protection Gap: Why Life Insurance Marketing Must Evolve in 2025

Life insurance is a critical part of financial protection, yet only a minority of UK adults hold it. With just 28% insured and 14% covered by private medical plans, there’s a stark protection gap. The FCA’s Financial Lives data reveals deeper issues: 26% of policyholders don’t fully grasp their policies, whilst many perceive protection as a product being sold rather than bought.

Case Study Development for Financial Advisers: A Complete Guide

Developing compelling, compliant case studies has become essential for financial advisory firms looking to demonstrate their expertise, build trust with prospective clients, and differentiate themselves in an increasingly competitive market. Research shows that 34% of businesses use case studies as part of their content strategy, whilst firms with effective case study programmes typically see conversion rates between 25-35% compared to industry averages of just 21%.

How Consumer Duty Compliance Support Can Help Your Financial Advisory Firm Grow and Thrive

Introduction: Turning Compliance into Competitive Advantage

In today’s heavily regulated financial services environment, maintaining Consumer Duty compliance isn’t just essential—it’s an opportunity for significant business growth. Since the Financial Conduct Authority (FCA) introduced these comprehensive rules, forward-thinking advisory firms have discovered that proper compliance not only protects clients but also creates meaningful differentiation in a crowded marketplace.

The Power of Thought Leadership and PR for Financial Advisers: How to Grow Your Firm, Build Your Brand, and Attract More Clients

As a financial adviser, you’re not just in the business of managing wealth; you’re in the business of building trust. One of the most effective ways to establish trust, attract new clients, and differentiate your firm in a competitive market is through Thought Leadership and Public Relations (PR). But what do these concepts really mean for financial advisers, and how can they help your business grow?