Things we've learned from a career in advice

THINGS WE'VE LEARNED

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Clients get angry, the FSA is slow and there will be rivalries - Ten IFAs outline to PA the things they have learned from a career in financial advice. By Charlotte Richards and Nicola Brittain.

When a job entails pressure from above (management, regulators) and below (clients), things are bound to get a bit sticky from time to time. But, just as you’d never again touch a hotplate if you’d been stung once, advisers learn as they go along. Here, PA talks to advisers about the key lessons they have learned from a career in the sector… FIX YOUR MISTAKES Alan Dick, financial planner and owner, FortyTwo Wealth Management “We had a situation years ago when we should have rebalanced a client’s portfolio at a particular time, but we didn’t. We later rebalanced on behalf of th...

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