Check out Bennie Gouws's Adviser vs Client Perception: Key Insights from the Vanguard Advice Survey credential issued by Timeline

⭐️ 88% of recipients share their awards online!

Bennie Gouws

Adviser vs Client Perception: Key Insights from the Vanguard Advice Survey

Timeline

24.02.2026

Understand what advised clients value most from their relationship with a financial adviser

60 minutes

Identify key gaps between adviser perceptions and client expectations

Use evidence to strengthen client communication and demonstrate the value of advice

Apply practical changes to advice delivery that better align with real client needs

Credential ID:

Distributed by:

Issued to

Bennie Gouws

Want to report a typo or a mistake?

Credential Verification

Issue date: February 27, 2026

ID: 2827b2d3-910e-4073-bd3d-caa1a002dc4b

Issued by

Timeline

Verified

Timeline's best-in-class planning technology and portfolio management enables you to deliver exceptional value to your clients - on your terms!

Type

Webinar

Level

Professional

Format

Online

Duration

60 minutes

Price

Free

Description

The session goes beyond the data, translating insight into action. Attendees will leave with practical ideas on how to adapt communication, service design, and client engagement to better meet evolving client needs and demonstrate value more clearly.