BACK2Y-ers' paradox problem: Selling tickets to sales' funeral

BACK2Y-ers' paradox problem: Selling tickets to sales' funeral

Laura Miller
clock

Selling is dead, according to delegates at the BACK2Y conference, and they will sell you that idea really hard. Laura Miller reports...

BACK2Y-ers will tell you they don't sell, and certainly don't sell financial products. But they sell clients thousands of pounds of product a year. All unregulated. It is called lifestyle financial planning. Now, let's be clear. BACK2Y-ers selling is not bad per se. Trade is a part of life. And the principle of lifestyle financial planning is good, starting with what clients want to do in life then figuring out how their money will enable them to do that. The problem is that ‘not selling' is the foundation stone of the BACK2Y movement and ‘selling' the epicentre of everything wr...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Next gen group takes on young adviser shortage

Next gen group takes on young adviser shortage

Hollee Vivian launches initiative with adviser peers

Isabel Baxter
clock 15 September 2026 • 4 min read
News editor's view: The advice profession is getting bigger, but is it getting better?

News editor's view: The advice profession is getting bigger, but is it getting better?

The news editor's Friday Night Takeaway from 11 September

Isabel Baxter
clock 11 September 2026 • 3 min read
Feel Good Friday: Rosemount renews mental health partnership for advisers

Feel Good Friday: Rosemount renews mental health partnership for advisers

Supporting The Global Returns Project, Grief Encounter, FoodCycle and Verve Foundation

Professional Adviser
clock 11 September 2026 • 1 min read