At Interface Financial Planning we provide client centred financial life planning, which is probably more comprehensive than most, writes Alan Moran. At the risk of being controversial in this month’s column, he asks other advisers: where are the limits to your advice?
How do you connect with your clients? Perhaps you have a different business model and engage with your clients at arm's length, but for me my clients become as close as one of my family. They are a joy to be with and a pleasure to be in touch with. I was privileged to work with the wonderful David Scarlett several years ago, if you haven't read his first book The Soul Millionaire it is an inspiring read (as is his second: The Flight of The Soul Millionaire). David is an advocator of creating a niche and he uses Geographical, Occupational, Demographic, and Psychographical as his point...
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