Adviser urges focus on psychology in client relationships

Speaking on a Personal Finance Society webinar - What it's like managing and protecting clients' money: What does a financial adviser actually do, and why? - Compton highlighted the role of trust and client-focused approach in her profession. She said advisers should tailor their approach to each client's personality. "Most of my relationships with clients is about psychology," she said. "It is about finding out about their personality. What kind of person is your client? How do they like to handle their money? "Understanding who your client is on a personal level is essential," sh...