Tomorrow's Adviser: A five-step approach to re-engaging clients

It's a minefield out there for investors and savers alike. Low interest returns and volatile investment markets have become the norm and people are being bombarded with information about a myriad of products and services without understanding how any of it could fit to their personal situation. And the financial services industry - from banks and investment managers to life companies and financial advisers - has been built on the premise of ‘selling' as opposed to ‘educating'. We often talk about investing for the long term while actually employing short-term sales strategies - too often...