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...
It’s no ‘Mystery Incorporated’
Including 'Reality Checker'
To increase investor awareness
13% unsure if pension is DB or DC
CII, CISI and CBI form alliance