Selling: Not a dirty word

The word ‘selling’ has become taboo in financial services circles, but why? A group of advisers is now encouraging peers to get out there again and push the products they believe in

clock

The word ‘selling' has become taboo in financial services circles, but why? A group of advisers is now encouraging peers to get out there again and push the products they believe in

A little over a week ago, in front of an audience of financial advisers, Jon Pittham, director of marketing agency ClientsFirst, said something controversial. Advisers should not avoid selling, Pittham said, but embrace it. Reaction to his remarks, made at a meeting of members of the Institute of Financial Planning (IFP), was far from negative. During his talk, Pittham stressed the need for advisers to get out to clients and advertise both themselves and the products they believe in. The feeling in the room, he later observed, was that he “had touched on something”. Dennis Hall,...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Regulation

FCA: Simplified advice rules update imminent; MPS review outcome set for 2027

FCA: Simplified advice rules update imminent; MPS review outcome set for 2027

Regulator's Kate Tuckley gives update

Isabel Baxter
clock 08 September 2026 • 3 min read
DB transfer adviser hit with provisional FCA ban and £742,700 fine

DB transfer adviser hit with provisional FCA ban and £742,700 fine

Daniel Thomas advised 53 clients, including four British Steel scheme members

Sophia Panayi
clock 03 September 2026 • 2 min read
Proving good customer outcomes still a challenge for financial planners

Proving good customer outcomes still a challenge for financial planners

Firms face practical challenges in Consumer Duty board reporting

Sophia Panayi
clock 03 September 2026 • 2 min read