Veteran IFA Mike LeGassick: 'At its heart, advice is about human beings'

Storytelling isn’t a ‘soft skill’ — it’s the core of trust and understanding

clock • 4 min read

Clients rarely remember the details of asset allocation or platform charges - what they remember is how you made them feel, writes veteran IFA and author Mike LeGassick

Financial advice has always been about more than spreadsheets, risk ratings, and fund fact sheets. At its heart, advice is about human beings: their goals, fears, habits, and blind spots. Yet too often, the profession hides behind jargon, acronyms, and technical language that leaves clients more confused than informed. That's the problem my new book, The Art of Storytelling for Financial Advisers – Explaining Money Like a Human, sets out to solve. After more than 30 years as an IFA, I've seen firsthand how powerful clear, human communication can be. Clients rarely remember the d...

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 profession

Why wellbeing is integral to financial planning

Why wellbeing is integral to financial planning

First Wealth founder and managing director Anthony Villis

Isabel Baxter
clock 25 September 2026 • 1 min read
Talking to each other is the best way to boost financial confidence

Talking to each other is the best way to boost financial confidence

'There's a permission problem'

Sophie Hall
clock 25 September 2026 • 3 min read
Feel Good Friday: Royal London partners with disabled racing driver on equality initiative

Feel Good Friday: Royal London partners with disabled racing driver on equality initiative

Working with Nicolas Hamilton, younger brother of F1 champion Lewis

Professional Adviser
clock 25 September 2026 • 1 min read