14th August 2020
Why financial planning needs its Steve Jobs moment
“No one knows they need a financial planner until they have one.”
Those are the words of a client I recently interviewed for a video to use on a financial planner’s website.
Unwittingly she pinpointed perhaps the biggest problem our profession faces; a lack of awareness both of what financial planning is and how it benefits consumers.
This isn’t an isolated example either.
I recall another planner telling me about how a client's partner refused to engage in the financial planning process.
The planner knew he could add value. His client knew the planner could add value, but his wife wouldn’t listen.
Instead, she chose to engage a restricted product-led adviser, despite circumstances which would have led to her benefiting immensely from working with a financial planner.
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