Understanding a client's fearsBY ELEANOR DARTNALL | FRIDAY, 27 OCT 2017 12:11PM I was reading A Certainty Advice Group white paper recently titled "What price valuable advice?" with the quote: "a valuable adviser first seeks to find out the very root cause ... Upgrade your subscription to access this article
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SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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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This is a good article,simple and uncluttered with the clients interest at heart, however, is the fear factor you mentioned in relation to perceived or actual peir pressure?
I have spent many years in the insurance and financial planning arena and from my experience if more people seeked financial advice and or a second opinion it would be to their advantage.We read people are being scammed every day on investments with high returns and low risk, we know that's incorrect. Most people just don't want to pay for good advice they would rather go it alone or ask their friends, then when it all goes pear shape, they may seek a financial adviser but it may be too late for them! As we know only a very small percentage of people ask for help. If more people asked for help with their planning less mistakes would be made. Adverse articles with respect to financial advisers doesn't help our image now or in the future.
IN SUMMARY: Some things never change!