Guided advice benefits both the advisor and the client. That is if done right. To get the most out of guided advice, there are a few trends worth looking into.
The first one has been around for a while: nudging. We have produced a series of blogs and infographics on this topic lately. That is because we believe that nudging should be at the heart of guided advice. But as said: guided advice is about helping the advisor as much as the client. When you do dive into nudging, keep that in mind.
We selected 8 trends that benefit your guided advice the most. Download the infographic as pdf here.
