HeyJaredTessa Lee
- Indexed articles, last 90 days
- 2
- Latest publication
- Jul 28, 2026
- Outlet visibility, for Professionaladviser
- Top 5M sites
- Earliest in this view
- Jul 23, 2026
Latest articles
From the annual review to the 'always on' adviser/client relationship (opens the original)
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For decades, the annual review has been established practice for most advice and wealth management client relationships. A set piece that creates structure for firms and reassurance for clients with a formal opportunity to revisit plans, update information and confirm that everything remains on track. But is it now the most natural or inevitable way to organise client adviser relationships? It's a given that some clients need very little support for longish periods of time while others may exper
Tessa Lee: The invisible cost of poor client data (opens the original)
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Most advice and wealth management firms already know that poor client data creates inefficiency. Advisers waste time chasing updates, information gets duplicated across systems and servicing teams spend hours correcting records and manually rekeying data. Those costs are the transparent ones, but the less visible cost is the damage that can be inflicted on the client relationship itself: a client receives a communication that is no longer relevant; they are asked to repeat information the firm s
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Top 5M sites
For Professionaladviser, the outlet · Measured Aug 1, 2026
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