30th July 2024
How Quilter Financial Planning supports you
In this two minute video, advisers highlight how Quilter Financial Planning has supported their businesses including training, compliance and access to relationship managers.
Related Articles_
Fidelity Adviser Solutions: Helping clients with their financial wellness
If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now
Client Centred Advisers: Why money is never just about money
Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.
Client Centred Advisers: Helping clients stop living in life’s waiting room
One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.
You need to be logged in to comment on this article