Blog: Clichés in your backyard

My first taste of the business we now call financial services was in the form of a sales-focused general insurance and life operation that nowadays would be an IFA practice; in the dazzling days of the last century it was called an insurance broker. The boss was a charismatic cove who could have sold ice to Eskimos, talked in sales speak and three letter acronyms, and who struggled with delegation as so many of his charges were woefully lacking his PMA. As one of that alumni, I was exposed at an early age to traditional financial services folklore, in the form of “The Widow’s Story” (...