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Why do clients engage the services of a financial adviser?

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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 we are certainly very good at this).  So why would they engage our services?  It’s because they want us to listen to them, to understand the financial complexities and challenges they face, and to understand their financial aspirations (and sometimes to even help them understand what their aspirations are).  Only then can we have a valuable and rewarding relationship that provides the financial freedom for our clients to live the life they aspire to.

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