Jacqueline Lockie told delegates at PA360 that advisers can better understand clients by obtaining a financial plan of their own.
Speaking at the Professional Adviser's flagship event last Thursday, the Chartered Institute of Securities & Investment (CISI) head of financial planning joked that few in the audience seemed to put their...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions