Why diversity of thinking is critical for both adviser and client

Why taking your shoes off has never been so important…

clock • 3 min read

In this month’s financial wellbeing column, Chris Budd looks at the importance of diversity of thinking – for clients and advisers alike...

One of the regular events the IFW - which was recently awarded 'institute status' by the government in case you missed the news - hold is a roundtable discussion. In the last debate, Rohan Sivajoti of NextGen Planners led a conversation on diversity. The discussion was wide-ranging, and it struck me that one area, in particular, has great relevance as to how we help clients. Diversity of thinking The word diversity can be used in a number of different contexts. In this piece, I want to pick up on some of what Rohan had to say about how we think, as there is a direct correlation wit...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

How to help clients maintain boundaries between personal and business interests

How to help clients maintain boundaries between personal and business interests

'As wealth increases and structures become more complex, the legal consequences of informality become more significant'

Yulia Barnes
clock 04 December 2025 • 5 min read
Simon Rogerson: Why playing the long game in business builds something special

Simon Rogerson: Why playing the long game in business builds something special

'It actually took us about 13 years to work things out'

Simon Rogerson
clock 02 December 2025 • 3 min read
All the advice firm acquisitions that have taken place in 2025

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 02 December 2025 • 3 min read