I have just returned from holiday and was interested to read the comments of Julian Stevens, Searching in vain for a true professional.
I can relate to the proposition that Julian finds himself in. Having considered the position and approached the way he did, I may have also tried the opposite approach – find the IFA of tomorrow and breed my own successor(s). What a waste of time and energy. The members of the recently left college brigade that I have interviewed in the past two months have no idea how to be interviewed, no idea how to prepare for an interview and believe they should be able to walk into a level that equates at least to middle management. One of them told us he wanted to be an IFA. When asked why, all he could say was he was good at maths. Stick with it Julian. I have managed to establish good contacts with several IFA practices in my locality and we are just working closer together without going that final step but I suspect that final step will come for some of us in the not too distant future. By that time, we will be absolutely certain that it is the right thing to do and be convinced that we are as professional as we initially came across as being. Mike Stannard WHFISView more on these topicsNews
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Discover how to make your investments more diverse with RLAM’s Global Multi Asset Portfolios webinar
Join Trevor Greetham, Head of Multi Asset at Royal London Asset Management (RLAM), for a webinar on 30 March at 2pm. During the update, Trevor will consider how various asset types have fared in 2017 and offer his outlook, using the Investment Clock model to illustrate his views. Find out more here
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Adviser trade body calls on govt to save pension dashboard
Adviser trade body Pimfa has called on the government to go forward with the pensions dashboard as rumours swirl that ministers are considering abandoning the idea. Pimfa’s call comes after reports claim work and pensions secretary Esther McVey believes that the pensions dashboard would be a distraction to rolling out universal credit and so should […]
Spending, pensions and retirement: MAS in numbers
The Money Advice Service will soon be superseded by a new public financial guidance body, rolling it into Pension Wise and The Pensions Advisory Service. Money Marketing looks at some of the key stats for the organisation ahead of the transition.
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