What changes as you get to know clients? Advisers tell all...

There are many different types of people and no one size fits all way of advising them, especially as behaviour and attitudes tend to change over the years. As novelist and poet JG Holland once said: “the secret of many a man’s success in the world resides in his insight into the moods of men and his tact in dealing with them”, and never a truer word was said for the advice game. So, how do advisers adapt to the changing face of client behaviour? Worldwide Financial Planning IFA Nick McBreen believes different clients respond better to meeting styles that fit with their personality ty...