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Advice is a service orientated business, so, to be successful, you have show up every day. But as a business owner or company director, who is there to help you? It can be isolating and lonely at the top, so being part of a community is key.
Misunderstanding of the subject of economics may deter potential students but the same applies to the career of financial planning
High property prices, a cost-of-living crisis and now rapidly rising interest rates have resulted in far more homebuyers opting for 30-year-plus mortgage terms. It is not hard to see why these longer-term deals are attractive: borrowing a larger sum over a longer term reduces monthly costs, helping homebuyers meet
ESG investment’ has become a catch-all term that means different things to different people and unfortunately has become political for some,” says Berrutti. “If the term ‘ESG’ disappears tomorrow, those fundamental questions will remain.”
Financial advisers have always needed soft skills. Even when the job was about financial products, clients needed persuading to buy them.