Author Archive

Why do clients engage the services of a financial adviser?

Posted by:

This question is more interesting than it might seem.  In fact many financial advisers in our industry probably struggle to answer it!  When we meet with our clients we understand that they are not looking to engage (or re-engage) our services because we are nice people (although we like to think we are), and its not because we have the best products available (although we believe we do), and its not because we are good at what we do (although ...

Continue Reading →
Page 3 of 3 123