Carl Lamb: Will clients keep calm or carry on in 2022?

'Mindset change'

clock • 3 min read

As we emerge from the pandemic clients are switching their focus from building wealth to developing a lifestyle that is good for the soul. This is something that financial advisers must address, Carl Lamb writes

A year ago, I could not have dreamt that we would still be feeling the impact of Covid-19 as we approach Christmas once more.  It's been a year of challenges and opportunities for us in the advice sector but, in the main, we have come through relatively unscathed. However, it is undeniable that our world has changed and there seems to be a general acceptance that Covid will be with us for many years to come: we just have to learn how to live with it...

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