Chris Budd: Why advisers should promote planning not percentages

People not products

clock • 4 min read
Chris Budd: "The public perception of financial advisers is still investment management, or tax and pensions advice. Why might this be, and what can we do about it?"
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Chris Budd: "The public perception of financial advisers is still investment management, or tax and pensions advice. Why might this be, and what can we do about it?"

Let’s talk to clients about what brings them joy and leave the clever technical stuff outside of the meeting room, writes Chris Budd

For the past decade and more, financial advice has slowly been morphing into financial planning. The mantra for many advisers over that period has been: "People, not products." Financial planners know...

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