Advising on cash – what is in it for financial advisers

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Cash can often be overlooked when it comes to advice and management, with low interest rates discouraging advisers to talk to clients about their savings.

It may seem unrewarding at face value, but the size of the market presents a huge opportunity waiting to be seized.

Offering cash solutions supports client retention and acquisition in many ways, so there is no better time to consider this core part of client wealth. Our latest two-pager highlights five reasons why advisers should care about cash.

 

 

 

 

 

 

 

 

 

 

 

 

 


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