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Do you have a comprehensive approach to dealing with vulnerable clients?


It’s easier to spot vulnerability in some clients more than others. Some vulnerability drivers are hidden and only identifiable through further, in-depth client interaction. For example, identifying a client’s long-term illness, through asking appropriate questions that enable a client to open up and explain their medical background.

It’s important that advisers feel confident about being able to openly and effectively discuss vulnerability drivers with a client. When done effectively, this can help to put clients at ease and ensure needs can be met.

Their technical bulletin will help formulate your approach to vulnerability and client interaction.