Motivate yourself before motivating clients, advisers told

Call for planners and advisers to focus on internal change and improvement

Hope William-Smith
clock • 2 min read

Focusing on personal improvement and development is key for advisers and planners to improve outcomes for their clients and businesses, according to Smart Financial.

Speaking today (6 October) at the Chartered Institute for Securities & Investment's Financial Planning Conference 2022, Smart Financial chief executive Steve Martin debated the idea of what constitutes a ‘good' planner and where their attention should be focused. "If we are going to change we need to start with ourselves," he said. "There is no point spending a fortune on marketing or business consultancy if we have not done the hard yards ourselves." Martin continued: "Our job is to enable our clients to live the life of our dreams, but how realistic is it for us to aspire and motiva...

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