Imagine this – a customer submits a payment instruction directing that all their life savings are transferred to a third-party account for the purposes of an investment. What do you do?.
Coaching and behavioural finance theories continue to rise in prominence within the advice industry. Here Isabel Baxter explores why these skills are vital for advisers…
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The financial advice sector’s need for both behavioural finance and life coaching will continue growing, according to industry respondents to a Professional Adviser poll.