
Delivering peace of mind in an age of uncertainty
In times like these, advisers earn client trust by remaining a calm, reassuring presence for clients bombarded by market noise. According to the lang cat’s 2025 Advice Gap research, a third of those who paid for financial advice in the last two years did so because it gave them peace of mind that they would have enough money in future. Periods of market turbulence are the perfect time to emphasise that investors should always focus on the long term in seeking future financial security and not react in panic to every market movement.
In this article, intelliflo CEO Nick Eatock explains how technology has a vital role to play in maintaining client confidence.