by on 21·10·2022
Most people are familiar with the TV show Top Gear – aside from the silly pranks, this show reviews the inner-most workings, latest functionality, and performance of the modern cars hitting the market. But what does this have to do with Due Diligence?
by Jill Chadburn on 20·10·2022
One important aspect of suitability is how sustainable the advice is in relation to the client’s ability to afford it. This needs careful collaboration between the adviser and the client. In this article, Jill discusses ways to make the client trust you more by telling them how to spend their own money.
by Ruth Matthews on 10·10·2022
Factfinding helps to understand what is motivating a client; their fears or their goals. Sometimes, however, you need to use fact finding skills to understand how something unexpected could impact a clients’ plans and how you can be more than just their adviser. In this article, Ruth shares some personal experiences that might be useful for you when dealing with bereaved clients.
by on 03·10·2022
Clients sometimes put off the most important things. Tracy has prepared an article that you might want to send out to your clients before their next review to help them focus on protection if it is something they have kicked down the road a few times in the past.
