Ahmed Bawa: Why advisers need to ask themselves the long-term questions

What do you need from your network?

clock • 5 min read

What may seem like a winning offer in the moment can have a costly sting in the tail, warns Ahmed Bawa

One of the core aspects of what a financial adviser does is encourage clients to take a long-term view.  It's only by considering what their needs are likely to be over the years to come, rather than in the here and now, that the best decisions can be made.  It's not always easy to look beyond those immediate benefits to consider what will actually be the right path over the years to come, and it can involve some challenging discussions. But just as clients need to look to the future, so too do advisers, particularly if they find themselves considering switching networks. What may ...

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