Chris Budd: How to provide advice beyond comparison

How much risk?

clock • 3 min read
Chris Budd: "There are two ways financial planners might address a client who you have identified as having high levels of social comparison."
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Chris Budd: "There are two ways financial planners might address a client who you have identified as having high levels of social comparison."

Marking his two years as a Professional Adviser column, Chris Budd looks at how financial advisers can help clients make better financial decisions by avoiding comparisons

A discussion at a recent Initiative for Financial Wellbeing (IFW) roundtable event provided a great example of the benefits for advisers in understanding some of the principles of the relationship ...

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