financial coach

Be a financial coach, not a product seller

Over the last five years, our industry has changed – almost beyond recognition. No longer are advisers focusing on selecting funds and products, and selling them to their clients.

Today, these products simply form the building blocks of the plan because clients (and advisers) want more – they want to develop and maintain long-term relationships. Both appreciate that this is where the real value lies; it is more of a financial coaching relationship.

Click here to read the full article written by our financial adviser Charles Wootton.