Better understand clients by getting your own financial plan, advisers told

Speaking at the Professional Adviser's flagship event last Thursday, the Chartered Institute of Securities & Investment (CISI) head of financial planning joked that few in the audience seemed to put their hand up when asked if they have their own financial plan. But, making a serious point, she said that advisers can put themselves in clients' shoes by getting their own financial plan. Lockie said it can help advisers understand how "exposing and unnerving" it can be to be asked the types of questions clients are often asked. "Sometimes we can make assumptions about people, which is c...