Why financial coaching makes good sense

Professional Adviser

Ever passed up a case because it looked like a whole lot of work for very little return? You kn...

Ever passed up a case because it looked like a whole lot of work for very little return? You know the type ' the client who doesn't know their Isa from their elbow and isn't sure they need an IFA anyway. You don't want to show them the door, but charity work won't pay the bills. What if there were a solution that kept them happy? Even better, it cost you nothing and even made them 10% more profitable? 'Financial coaching' might just be the answer. In the US, where everyone has a fitness instructor, a therapist and a pet psychiatrist, financial coaching is the latest fast-growing fad. ...

To continue reading this article...

Join Professional Adviser

  • 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.



Already a Professional Adviser member?


More on uncategorised

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read

Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

Anna Fedorova
clock 03 July 2013 •

Police launch investigation into mortgage middleman fined £1m

West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.

clock 25 June 2013 •