Advice is essential when clients experience “sudden wealth”
“I tell people that, with sudden wealth, especially a lottery, there are two emotions after you win. And the first is this sense of joy and excitement and jubilation. But that is quickly followed by this sense of, Oh my God, I don’t know what I’m doing. There might be this sense of fear of like, I’m going to screw this up; I’m going to lose it all. It can be very overwhelming.”
How can an adviser guide a client who suddenly comes into wealth? (Caroline Mimbs Nyce)
The client experience
What do clients really seek from a financial adviser? (Shelley McCarthy)
Frailty risk is an important factor in retirement planning (John Manganaro)
It is crucial that advisers involve women in the planning process (Ruby Hinchliffe)
The advisory profession
Useful tips for any adviser thinking of going independent (Lynnley Browning)
The types of advisers that your firm needs to invest in (Caleb Brown)
The thought that goes into naming advice firms (Lois Vallely)
Work and business
Should startups incorporate ESG strategies? (Bruce Simpson, Cait Brumme)
Businesses need to take inequality seriously (Roianne Nedd)
How indecision can actually lead to better judgement (David Robson)
Adviser marketing
Building a professional, modern image for your firm (Amanda Newman Smith)
Empathy can set your firm apart from the competition (Matt Reiner)
Smaller advice firms need to make themselves known (Brett Davidson)
CONTENT FOR ADVISERS
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