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

FCA/FOS to continue 'working closely with the government' on redress reform

FCA/FOS to continue 'working closely with the government' on redress reform

Further update on consultation expected in due course

Isabel Baxter
clock 10 August 2026 • 4 min read
Feel Good Friday: First Wealth launches donor advised fund

Feel Good Friday: First Wealth launches donor advised fund

Supporting The Global Returns Project, Grief Encounter, FoodCycle and Verve Foundation

Professional Adviser
clock 07 August 2026 • 1 min read
Deal Dive: Regional planning firms make their mark

Deal Dive: Regional planning firms make their mark

Deals announced in Q2 2026

Isabel Baxter
clock 06 August 2026 • 3 min read