What roles are you playing in these strange times?

In a previous article titled “How many hats do you wear?” I identified the role of a financial adviser as that of, Dream Coach Lifestyle Enabler Behaviour Coach Family Finance Guide Financial Planner All of these roles are still relevant and applicable, but I think we have learned in the last few months that you […]

What do you do when the flow of new clients dries up.

As advisers are adjusting to working remotely from the office and distanced from clients, the challenge of attracting new clients has now been raised with me a number of times. Most advisers have adjusted quickly to servicing existing clients, however attracting new clients has been more challenging. While the recent economic upheaval has created a […]

Is working from home viable for Financial Advisers?

As most financial advisers have been working from home for a couple of weeks now, everyone is starting to get a sense of how viable it is as an alternative way of working.   While everyone’s experiences are different, from my conversations with advisers I’m finding three cohorts emerging, The “never again” crew: There are […]

How do you build an intergenerational proposition?

Is this a time to be talking about an inter-generational financial planning proposition? Maybe it is… First of all during these restricted times, it’s a lot more difficult to get out and mix among prospective clients. Secondly now that you probably have a bit more time on your hands, there’s an opportunity to spend some […]

How do you build trust?

I recently shared the most relevant findings for financial advisers in the Edelman Trust Barometer 2020, in which we saw continuing challenges for the financial services industry in relation to trust. However we also saw that trust in the financial services industry is growing faster than any other sector, so the graph is definitely moving […]

Covid-19

Will your advice business survive COVID-19?

Everybody is extremely concerned – about our own health, the health of our loved ones, for many people their jobs are gone and also the economy is on the brink of a major downturn. Financial advisers face the double whammy of having clients who are concerned of course about the virus, and who are also […]