8 Trends for Guided Advice

Nov 10, 2022

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.

infographic that describes the 8 trends that impact guided advice.


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