Adviser charging

How behavioural science can help your client conversations

We’re committed to supporting your business, providing you with practical support to help you best demonstrate the value of your advice - and ensuring your clients get the financial advice they need.

Part of this is successful client conversations. And there’s no trickier area in those than charging. But we’ve put behavioural science to good use in this area.

How it works

Our book, ‘New Thinking - How Behavioural Science can help your conversations about charging’ sets out how you can present your services and your charges in ways to help your clients understand the true value of financial advice. It’s accompanied by helpful videos and tips you can watch and download for yourself. 

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9 key influences that drive behavioural science

MINDSPACE is a 9-letter mnemonic or checklist for the effects that drive behaviour.

We’ve put together a top-tips leaflet for advisers, explaining each part of MINDSPACE with examples of how it could apply to your business.

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