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Many financial planners are at risk. They think that they fullfill the needs of their clients by showing the numbers of their financial plan. “The figures should be perfect. It’s in my clients best interest that he sees this”. The numbers are often a priority of the financial planner. Mostly outof compliance-considerations. But also because
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Most people hire a financial planner because they have a problem. A problem that you have to solve for them. Many financial planners think that their client only wantw their advice. But your clients also have another problem. If you ignore that problem you’re missing a huge opportunity. Chances are that you don’t take this into
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We live in a world were trust for financial services isn’t what it used to be. Since the start of the crisis in 2008 it’s only about bonusses, greed and abuse. Abuse of trust I mean by that. When people purchased a financial advice or product, we didn’t bother to tell what the costs were
