Understanding what clients value in a Financial Adviser
Most clients struggle to clearly articulate what they want from a financial adviser often defaulting to outdated ideas or past experiences. In this webinar, Morningstar behavioural finance experts Samantha Lamas and Dr Danielle Labotka reveal what truly drives client loyalty, why investment returns get too much airtime, and how advisers can better demonstrate their value in ways that resonate emotionally and behaviourally.
© 2026 Morningstar Investment Management Australia Ltd (ABN 54 071 808 501, AFS Licence No. 228986). All Rights Reserved.