The seven friction points of retirement advice

Couldn't agree more with you Jenny. Your observations and tips to overcome are certainly reinforced by the results of our various CATScan client satisfaction survey analyses, which continue to remind us that fees (level) only become an issue in the absence of value (as perceived by the client). And, as you rightly comment Jenny - the best way to handle this is head on through frequent, meaningful and personalised communication.  Having a well thought out communication program for the year ahead and for which someone is responsible and accountable for will go a long way to removing some of these friction points.