Learn things lawyers know : Advising clients in divorce
Rewatch Working Lunch event
Caffyn suggested learning things that the divorce lawyers will also know, to show that you have gone that extra mile as an adviser.
During
Professional Adviser s working lunch webinar,
Wealth Transfer - what about divorce?, in association with Schroders, Caffyn said the personal relationship between the adviser and client is particularly crucial around divorce.
TRPP specialises in divorce advice and Caffyn holds an accreditation in the subject. He said it was important that clients can see that the adviser knows more than what is expected: It s given me credibility. It s all about relationships.