TRPP Wealth Management Chartered financial planner Mike Caffyn has said advisers should learn things lawyers know to better their relationships with divorcing clients.
During Professional Adviser's working lunch webinar,Wealth Transfer - what about divorce?, in association with Schroders, Caffyn said the personal relationship between the adviser and client is particularly crucial around divorce. TRPP specialises in divorce advice and Caffyn holds an accreditation in the subject. He said it was important that clients can see that the adviser knows more than what is expected: "It's given me credibility. It's all about relationships." If advisers can show they have sat something that is not just another financial advice exam, he said, then clients will...
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