Why it isn't just clients who suffer from overservicing

One of the main reasons why so many financial advisers are unhappy in their work is that they repeatedly provide services their clients don't need. This is because they either fail to grasp or refuse to recognise what a lot of clients really want. The problem can usually be traced back to an assumption that the principal purpose of financial advice is to take a sizeable sum of money and make it bigger. This may well be the case in some instances, but it's often far from the number-one priority.  From this false premise comes a second misguided notion, which is that clients are endless...