Lean on me: Rethinking the value of adviceBY JASON ANDRIESSEN | FRIDAY, 3 SEP 2021 3:04PM A sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us. And for the recently unemployed ... Upgrade your subscription to access this article
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BURCHEART
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Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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There are numerous issues to raise from this article:
- assumption that the financial planner is in sound mental health in spite of the increased regulatory compliance burden and diminished returns from their activity;
- where does the financial planner fit this role in to the time-constraining activities of compliance, continuing education/ professional development and business development;
- are we adequately skilled to deal with mental health issues;
- how are we covered if our offered assistance results in unfortunate, even tragic, outcomes?
I am totally on-side with the sentiment of Jason's article, but am concerned that, in the face of a pandemic, the skills required are certainly beyond me in this circumstance - and I suspect that I am not alone.