Welcome to a new monthly column for Professional Adviser, which charts Chartered financial planner Amyr Rocha-Lima's journey as he juggles a return to the post-graduate lecture halls with advising clients. Month one sees him set out his goals...
As the Home Nations start their sporting endeavour, I find myself drawing parallels between a career in financial services and achieving success at the Rugby World Cup. In my view, the tournament's winner will be the team that builds their game on experience and steadily accumulating points. In other words, 'disciplined rugby' will win. This is the same strategy that I've employed in my career. Haven't looked back As with many of us, I found myself in the financial services industry rather by accident. Having quickly progressed within the asset management/life office worl...
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