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

'Mindset change'

clock • 3 min read
"Clients are re-evaluating their priorities and goals, with many looking for earlier retirement and a move to a slower pace of life." - Carl Lamb
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"Clients are re-evaluating their priorities and goals, with many looking for earlier retirement and a move to a slower pace of life." - Carl Lamb

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...

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