In the world of financial advice a quiet revolution has been happening. But the recent change to focus on the wellbeing of the client and not just on their money seems as natural a development as taking to the air.
There’s a movement brewing in the advice industry towards financial wellbeing, with more advisers seeking deeper understanding with both clients and in fact themselves, Ayesha Venkataraman writes…
The news is filled with grim reports about a tough winter ahead due to high energy prices. This means the financial wellbeing of clients is more important than ever.
Chris Budd: How to help clients spend money on financial wellbeing professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.