To be or not to be …holistic


I have, for many years, tried to encourage advisers try to become more holistic in their approach to giving financial advice. I think it’s fair to say that this doesn’t apply to all advisers. Many, of course, are holistic and provide an all-round financial service, but equally there are many don’t see this in the same light. There are, of course, a number of reasons for this. Firstly, it is so easy to deal with what’s in front of you. This is known as “picking the lowest fruit from the tree”. A client approaches an adviser and says they want…

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About Author

I am a highly-versatile and forward thinking management professional with a history of successful delivery across more than thirty years’ in the Financial Services Industry. Core skills include assessing, training, coaching, process design and implementation, specialising in people, processes, and procedures within a Training & Competence or Learning & Development framework. Periodic writer for T-C

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