Good advice is about more than just finance
“If advisers want clients to trust them then there needs to be a decent relationship that includes chatting about other issues that may be of concern to them. Indeed, I would go further and suggest it is essential to discuss these other issues – such as family or work worries – as they obviously can have a major impact on someone’s finances.”
Good advice is about more than just finance (Simon Read)
The client experience
Christmas is the perfect time for clients to discuss long-term plans (Simoney Kyriakou)
Charles Ellis’ timeless advice for new investors (The Evidence-Based Investor)
Do-it-yourself investing vs. working with an adviser (Peter Lazaroff)
The advisory profession
How I chose financial advice as a career (James Marriott)
The FCA is proposing a fee hike for advisers (Laura Purkess)
Observations on financial planning in 2021 (Brett Davidson)
Work and business
How one firm changed post-COVID (Michael Stimpson)
Are you working too much? (Adrian Furnham)
How remote working can be improved (Steve Glaveski)
Why your firm should focus on social proof (Samantha Russell)
What content should advisers be sharing on Instagram? (Blair Kelly)
What’s the right strategy for adviser marketing? (Greg Bartalos)
CONTENT FOR ADVISERS
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