Financial Planning Week: Industry myths that need to be busted
With Financial Planning Week taking place from 22 to 28 January, Professional Adviser explores what myths about the advice industry need to be ‘busted’…
Source: professionaladviser.com
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Advisers must probe the 'why' in clients' financial decisions
The core of financial planning is understanding the “why” behind clients’ financial decisions, according to Chartered financial adviser Lena Patel.
Source: professionaladviser.com