
Amyr Rocha-Lima: "As a financial planner, it is best to put more emphasis on the ‘why’ as the first step in the financial planning process."
Understanding why each client needs a financial planner is key to helping them achieve their goals, writes Amyr Rocha-Lima. Here, the financial planner explains the 'why' should come before the 'how' and the 'what'
People seeking financial advice may already have a loose reason as to why they want to invest - some pre-set idea or financial goal in mind. For example, they may want to save up for a house deposit, start...
To continue reading this article...
Join Professional Adviser
- 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.