Advisers say they need an emotional connection to their clients

Speaking at the Chartered Institute for Securities & Investment's 2023 Financial Planning Conference today (4 October), Acumen director David Gow urged advisers to "commit to the ongoing journey" of their clients. "Throughout all the meetings, I am looking for an emotional connection," Gow told delegates. "Advisers need to realise that the job is about the person before the money." He added: "I want the client to understand that I am helping them. I ask them during the meeting how they feel. That is the most important thing I can do as an adviser." However, Lamb Financial managing ...