A few months ago, I pulled a muscle in my lower back which was total agony. I went to see a sports therapist, who carefully and diligently carried out an examination. She then carried out a massage to ease the inflammation. At the end of the consultation, the therapist gave me some advice on exercises […]
Since I ceased operation as a practising financial planner almost three years ago, I have spent a lot of time researching the type of help and advice people need with their finances. While online tools can help, there are many situations when a person needs an individual and tailored approach from a human adviser. But […]
In early 2002, I wrote a 15-page guide called “How to be your own financial adviser”. My aim was to help anyone who read it make better financial decisions. As well as making the guide available through my firm’s website and to existing clients, I posted hard copies to personal finance journalists on the major […]
Inspiration to make your client experience really stand out
There is no doubt UK regulated advisers have become much more professional and capable. Salaries for qualified advice professionals range from £30,000 to £120,000, depending on location, experience and level of responsibility. Despite the widely-held belief young people are not joining the sector, my experience is that there are plenty pursuing a career in advice. Next Gen […]
Technological developments threaten the traditional advice model. If you do not disrupt your business, someone else will do it for y
The more clarity people have on what makes them fulfilled, the happier they will be. So what is the advisers’ role?
No one ever goes to work aiming or expecting to do a poor job. While everyone has different beliefs, motivations, communication styles, skills and experiences, I firmly believe most people want to do their job well. There is a lot of research to support the notion that people need more than just money and other […]