Helena Wardle at HUM London 2022
Consumer Duty
At Humans Under Management London 2022, Helena Wardle presented on the implications of consumer duty for financial advisers. With extensive experience in the financial services sector, Wardle emphasised the transformative potential of this regulation.
The talk focused on how consumer duty can be viewed not merely as a regulatory challenge but as a significant business opportunity. It encourages advisers to prioritise client needs and enhance service delivery.
Key insights include:
- Viewing consumer duty as a catalyst for positive change rather than a compliance burden.
- The importance of clear communication and establishing trust with clients to improve engagement.
- Recognising that human skills and relationships are crucial to successful client interactions.
- The need for advisers to differentiate themselves by demonstrating value and transparency in their services.
Watching this video will equip financial advisers with practical strategies to adapt to consumer duty, enhance client relationships, and ultimately drive business growth.
