Becoming a planning-centric professional and advocating for clients

‘A planning centric approach is gaining more traction’

Hope William-Smith
clock • 2 min read

Financial planners need to upskill themselves in the ‘human’ side of their offerings in order to truly advocate for their clients and enhance the experience of receiving financial advice, delegates heard.

Speaking at NextGen Planners' Supernova 2023 conference today (16 June), Strategic Wealth Group founder and Chartered financial planner Amyr Rocha Lima told planners that the industry's future was "already here". "That gives us the biggest opportunity to become real leaders, and drive home the message that good leaders are here," he said. "Those planners who embrace change will be the ones to find success". Rocha Lima continued: "In the UK we saw financial advice start out as commission focussed, then in time, we agreed on client-centred remuneration but while still maintaining a prod...

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