Motivate yourself before motivating clients, advisers told

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...