Being a motivator and a people person is more important than having outstanding technical skill as a financial adviser, believes Yellowtail Financial Planning founder Dennis Hall.
Convincing somebody to take action that may reduce their quality of life today with a view to improving it tomorrow is an "incredible skill and an incredible quality", he explains. Hall is the latest...
Call for 'preventative measures'
700 potential claimants
Know suitability requirements
As head of distribution
‘Misconduct is misconduct’