Why would you not want to truly know your client? While getting up close with clients is impossible for now, getting personal is still all-important, writes Keith Churchouse...
One of the most rewarding elements of my work as a financial planner has always been the direct client engagement. It continues to be the best, even if for safety this is currently not face-to-face, but remote by telephone, email, and the like. Each client is unique, different and diverse, bringing with them different perspectives, views, opinions and issues that need to be addressed. There is a saying that ‘proof is personal' and each client has a different position because each client has had a unique life journey. The proof of really understanding your client, and they you, can be ...
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