Business development
What clients think vs what they think they should think
If you could only pick one of the below criteria to choose a romantic partner, what would it be? Their values How they get on
May 20, 2021
Financial advisers
What differentiates you as a financial adviser?
Have you ever been to a teppanyaki restaurant? For those who aren’t familiar, ‘teppanyaki’ is a style of Japanese cooking, where various meats, fish, and
May 12, 2021
Communication
Why avoiding financial advice is like avoiding the gym
People know they need to make better financial decisions. But there’s a big difference between knowing something should be done and actually doing it. For example.
April 30, 2021
Financial advisers
What is financial adviser anxiety?
We irrational humans have fears and anxieties – some of which are more common than others. For example, glossophobia – the fear of public speaking and dentophobia – the fear of dentists.
But some of the situations that provoke fear and anxiety are often overlooked, ignored, or simply not understood. I propose that anxiety around engaging with a financial adviser is one such case.
May 21, 2020
Communication
How financial advisers can create empathy in a remote working environment
In the new normal of social distancing, most people are having to adapt their usual working practices to the home environment. This is easier said than done – particularly for parents who are trying to navigate the challenges of home schooling their children whilst balancing work pressures. This of course adds complexity (and potentially an increase in headaches…) to people’s working lives.
April 8, 2020
Financial advisers
Tips for financial advisers in the COVID-19 pandemic
Financial markets continue under pressure as we start a new week. Financial and investment professionals are trying to alleviate clients’ anxiety in a world of intense uncertainty.
This article provides practical guidance to help IFAs, investment advisers and wealth managers communicate effectively with their clients during this (potentially long) period.
March 23, 2020
Business development
Why do prospective financial advice clients go cold?
It’s not uncommon for prospective clients to avoid contact – even when initial dialogue appeared to go well. This article discussed the concept of financial adviser anxiety to explain the reasoning behind prospective client behaviour.
March 11, 2020