Foreword
The BirthStar® Research Series is a set of publications exploring behavioural and
investment science. It forms part of the broader BirthStar® Project launched in 2012 to
simplify investment without compromising on expertise.
The BirthStar® Research Series can be used to provide assigned readings as part of an
accredited Continuous Professional Development (CPD) programme.
To this purpose the aims and objectives for each CPD module are clearly articulated.
Learning Outcome Statements related to the assigned reading are also provided to help
structure an evaluation process.
We hope you find the research innovative and informative.
Henry Cobbe, CFA
Head of Research, BirthStar®
Contents
Foreword .................................................................................................................................. 2
Abstract .................................................................................................................................... 3
Introduction............................................................................................................................... 4
The adviser struggle to retain value ......................................................................................... 5
The gateway to better client-engagement................................................................................ 7
A fresh look at adviser value add........................................................................................... 10
Conclusion.............................................................................................................................. 12
References ............................................................................................................................. 13
Structured Learning for CPD evaluation ................................................................................ 14
Biographies ............................................................................................................................ 16
Notice ..................................................................................................................................... 16
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